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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 | $15,269 | $111,535-86.3% | $105,223-85.5% | $137,256-88.9% |
| Participation rate | 31.3% | 78.1%-46.8pp | 75.0%-43.8pp | 80.0%-48.7pp |
| Annual return | 18.35% | 237.85%-219.5pp | 180.65%-162.3pp | 220.34%-202.0pp |
| Employer contribution / active EE | $851 | $3,939-78.4% | $3,689-76.9% | $4,156-79.5% |
| Participant deferral / active EE | $1,181 | $5,500-78.5% | $5,072-76.7% | $6,407-81.6% |
| Admin fee / account holder | $6,776 | $9,721-30.3% | $8,859-23.5% | $12,270-44.8% |