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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 | $18,550 | $115,225-83.9% | $100,712-81.6% | $138,895-86.6% |
| Participation rate | 12.5% | 74.3%-61.8pp | 69.3%-56.8pp | 79.9%-67.4pp |
| Annual return | 19.88% | 40.35%-20.5pp | 33.27%-13.4pp | 145.39%-125.5pp |
| Employer contribution / active EE | $527 | $2,771-81.0% | $2,313-77.2% | $4,194-87.4% |
| Participant deferral / active EE | $900 | $4,699-80.8% | $4,085-78.0% | $6,396-85.9% |
| Admin fee / account holder | $7,545 | $10,844-30.4% | $9,256-18.5% | $12,562-39.9% |