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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 | $20,381 | $93,346-78.2% | $71,796-71.6% | $273,972-92.6% |
| Participation rate | 36.8% | 76.5%-39.7pp | 69.1%-32.3pp | 83.0%-46.2pp |
| Annual return | 14.23% | 130.39%-116.2pp | 78.04%-63.8pp | 41.46%-27.2pp |
| Employer contribution / active EE | $440 | $2,733-83.9% | $1,924-77.1% | $4,869-91.0% |
| Participant deferral / active EE | $550 | $3,475-84.2% | $2,794-80.3% | $5,287-89.6% |
| Admin fee / account holder | $306 | $6,571-95.3% | $4,815-93.6% | $10,133-97.0% |