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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 | $14,627 | $69,248-78.9% | $64,101-77.2% | $139,466-89.5% |
| Participation rate | 33.3% | 75.6%-42.3pp | 72.3%-39.0pp | 80.3%-47.0pp |
| Annual return | 21.92% | 45.95%-24.0pp | 33.72%-11.8pp | 373.66%-351.7pp |
| Employer contribution / active EE | $1,613 | $3,185-49.3% | $2,749-41.3% | $4,754-66.1% |
| Participant deferral / active EE | $767 | $4,682-83.6% | $3,881-80.2% | $6,712-88.6% |
| Admin fee / account holder | $746 | $4,247-82.4% | $3,070-75.7% | $11,409-93.5% |