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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 | $17,245 | $95,415-81.9% | $185,851-90.7% | $85,851-79.9% |
| Participation rate | 62.1% | 68.8%-6.6pp | 81.7%-19.6pp | 69.3%-7.2pp |
| Annual return | 14.19% | 23.59%-9.4pp | 122.11%-107.9pp | 318.63%-304.4pp |
| Employer contribution / active EE | $701 | $3,314-78.9% | $5,168-86.4% | $2,565-72.7% |
| Participant deferral / active EE | $925 | $3,424-73.0% | $5,569-83.4% | $3,952-76.6% |
| Admin fee / account holder | $373 | $7,215-94.8% | $16,245-97.7% | $6,261-94.0% |