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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 | $17,349 | $115,810-85.0% | $101,271-82.9% | $158,966-89.1% |
| Participation rate | 46.2% | 79.4%-33.2pp | 75.8%-29.7pp | 82.0%-35.8pp |
| Annual return | 14.09% | 56.15%-42.1pp | 46.48%-32.4pp | 302.95%-288.9pp |
| Employer contribution / active EE | $1,071 | $4,175-74.3% | $3,660-70.7% | $4,762-77.5% |
| Participant deferral / active EE | $1,312 | $4,958-73.5% | $4,371-70.0% | $5,983-78.1% |
| Admin fee / account holder | $736 | $7,248-89.8% | $5,948-87.6% | $11,250-93.5% |