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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 | $17,176 | $108,911-84.2% | $100,392-82.9% | $145,884-88.2% |
| Participation rate | 60.0% | 83.0%-23.0pp | 81.5%-21.5pp | 80.3%-20.3pp |
| Annual return | 11.76% | 58.23%-46.5pp | 49.45%-37.7pp | 551.85%-540.1pp |
| Employer contribution / active EE | $4,008 | $4,420-9.3% | $3,941+1.7% | $4,662-14.0% |
| Participant deferral / active EE | $600 | $8,459-92.9% | $8,090-92.6% | $6,690-91.0% |
| Admin fee / account holder | $4,254 | $9,698-56.1% | $7,904-46.2% | $13,392-68.2% |