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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 | $17,629 | $104,694-83.2% | $85,709-79.4% | $167,536-89.5% |
| Participation rate | 63.6% | 76.4%-12.7pp | 69.9%-6.2pp | 82.1%-18.5pp |
| Annual return | 20.69% | 21.45%-0.8pp | 21.49%-0.8pp | 478.82%-458.1pp |
| Employer contribution / active EE | $670 | $3,337-79.9% | $2,619-74.4% | $4,839-86.2% |
| Participant deferral / active EE | $816 | $4,826-83.1% | $3,924-79.2% | $6,342-87.1% |
| Admin fee / account holder | $942 | $10,035-90.6% | $6,876-86.3% | $12,315-92.3% |