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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 | $19,305 | $112,729-82.9% | $98,716-80.4% | $137,256-85.9% |
| Participation rate | 29.2% | 74.2%-45.1pp | 69.3%-40.1pp | 80.0%-50.8pp |
| Annual return | 11.34% | 38.48%-27.1pp | 31.81%-20.5pp | 220.34%-209.0pp |
| Employer contribution / active EE | $486 | $2,725-82.2% | $2,279-78.7% | $4,156-88.3% |
| Participant deferral / active EE | $818 | $4,640-82.4% | $4,048-79.8% | $6,407-87.2% |
| Admin fee / account holder | $688 | $10,129-93.2% | $8,703-92.1% | $12,270-94.4% |