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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 | $17,242 | $115,814-85.1% | $101,275-83.0% | $158,982-89.2% |
| Participation rate | 66.7% | 79.4%-12.7pp | 75.8%-9.1pp | 82.0%-15.3pp |
| Annual return | 9.71% | 56.16%-46.4pp | 46.48%-36.8pp | 302.99%-293.3pp |
| Employer contribution / active EE | $870 | $4,176-79.2% | $3,660-76.2% | $4,763-81.7% |
| Participant deferral / active EE | $1,187 | $4,958-76.1% | $4,371-72.9% | $5,983-80.2% |
| Admin fee / account holder | $324 | $7,249-95.5% | $5,948-94.6% | $11,252-97.1% |