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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 | $23,554 | $118,496-80.1% | $98,461-76.1% | $139,466-83.1% |
| Participation rate | 45.5% | 77.5%-32.0pp | 75.2%-29.7pp | 80.3%-34.9pp |
| Annual return | 14.57% | 18.96%-4.4pp | 21.17%-6.6pp | 373.66%-359.1pp |
| Employer contribution / active EE | $984 | $3,611-72.7% | $3,049-67.7% | $4,754-79.3% |
| Participant deferral / active EE | $1,334 | $5,393-75.3% | $4,738-71.9% | $6,712-80.1% |
| Admin fee / account holder | $12,804 | $14,056-8.9% | $8,961+42.9% | $11,409+12.2% |