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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 | $14,797 | $107,733-86.3% | $92,985-84.1% | $154,746-90.4% |
| Participation rate | 50.0% | 74.6%-24.6pp | 69.5%-19.5pp | 80.7%-30.7pp |
| Annual return | 15.69% | 30.39%-14.7pp | 27.99%-12.3pp | 172.34%-156.6pp |
| Employer contribution / active EE | $1,257 | $3,126-59.8% | $2,662-52.8% | $4,379-71.3% |
| Participant deferral / active EE | $1,258 | $5,053-75.1% | $4,377-71.3% | $6,730-81.3% |
| Admin fee / account holder | $3,441 | $11,369-69.7% | $9,463-63.6% | $14,365-76.0% |