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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 | $14,884 | $124,980-88.1% | $108,359-86.3% | $154,746-90.4% |
| Participation rate | 38.5% | 75.2%-36.7pp | 70.1%-31.7pp | 80.7%-42.2pp |
| Annual return | 23.25% | 45.00%-21.7pp | 36.89%-13.6pp | 172.34%-149.1pp |
| Employer contribution / active EE | $737 | $2,851-74.1% | $2,399-69.3% | $4,379-83.2% |
| Participant deferral / active EE | $990 | $4,743-79.1% | $4,137-76.1% | $6,730-85.3% |
| Admin fee / account holder | $2,203 | $11,502-80.9% | $9,741-77.4% | $14,365-84.7% |