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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,753 | $118,877-85.1% | $96,570-81.6% | $167,536-89.4% |
| Participation rate | 41.7% | 75.5%-33.8pp | 69.8%-28.2pp | 82.1%-40.4pp |
| Annual return | 9.67% | 50.50%-40.8pp | 37.79%-28.1pp | 478.82%-469.1pp |
| Employer contribution / active EE | $879 | $3,121-71.8% | $2,357-62.7% | $4,839-81.8% |
| Participant deferral / active EE | $1,026 | $4,617-77.8% | $3,849-73.4% | $6,342-83.8% |
| Admin fee / account holder | $2,356 | $8,069-70.8% | $6,182-61.9% | $12,315-80.9% |