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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 | $18,363 | $99,053-81.5% | $88,179-79.2% | $138,895-86.8% |
| Participation rate | 30.0% | 74.2%-44.2pp | 69.1%-39.1pp | 79.9%-49.9pp |
| Annual return | 21.01% | 78.17%-57.2pp | 64.97%-44.0pp | 145.39%-124.4pp |
| Employer contribution / active EE | $462 | $2,882-84.0% | $2,549-81.9% | $4,194-89.0% |
| Participant deferral / active EE | $658 | $5,225-87.4% | $4,614-85.7% | $6,396-89.7% |
| Admin fee / account holder | $4,860 | $8,748-44.4% | $7,673-36.7% | $12,562-61.3% |