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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 | $112,729-86.8% | $98,716-84.9% | $137,256-89.2% |
| Participation rate | 38.5% | 74.2%-35.8pp | 69.3%-30.8pp | 80.0%-41.5pp |
| Annual return | 23.25% | 38.48%-15.2pp | 31.81%-8.6pp | 220.34%-197.1pp |
| Employer contribution / active EE | $737 | $2,725-73.0% | $2,279-67.7% | $4,156-82.3% |
| Participant deferral / active EE | $990 | $4,640-78.7% | $4,048-75.6% | $6,407-84.6% |
| Admin fee / account holder | $2,203 | $10,129-78.3% | $8,703-74.7% | $12,270-82.0% |