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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 | $17,300 | $85,171-79.7% | $172,753-90.0% | $72,976-76.3% |
| Participation rate | 60.0% | 70.1%-10.1pp | 82.6%-22.6pp | 69.5%-9.5pp |
| Annual return | 18.07% | 27.32%-9.3pp | 803.00%-784.9pp | 81.02%-62.9pp |
| Employer contribution / active EE | $874 | $3,324-73.7% | $5,144-83.0% | $2,440-64.2% |
| Participant deferral / active EE | $578 | $3,260-82.3% | $5,198-88.9% | $3,608-84.0% |
| Admin fee / account holder | $2,701 | $5,880-54.1% | $13,956-80.6% | $5,124-47.3% |