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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 | $18,883 | $182,442-89.7% | $163,379-88.4% | $138,895-86.4% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.8%-26.8pp | 79.9%-29.9pp |
| Annual return | 12.58% | 72.74%-60.2pp | 63.41%-50.8pp | 145.39%-132.8pp |
| Employer contribution / active EE | $642 | $4,159-84.6% | $3,752-82.9% | $4,194-84.7% |
| Participant deferral / active EE | $928 | $6,817-86.4% | $6,282-85.2% | $6,396-85.5% |
| Admin fee / account holder | $618 | $10,396-94.1% | $9,818-93.7% | $12,562-95.1% |