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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 | $17,632 | $123,155-85.7% | $108,753-83.8% | $155,188-88.6% |
| Participation rate | 60.9% | 75.6%-14.8pp | 71.1%-10.2pp | 80.8%-19.9pp |
| Annual return | 19.35% | 44.73%-25.4pp | 37.47%-18.1pp | 148.84%-129.5pp |
| Employer contribution / active EE | $810 | $2,811-71.2% | $2,427-66.6% | $4,248-80.9% |
| Participant deferral / active EE | $1,124 | $4,623-75.7% | $4,115-72.7% | $6,531-82.8% |
| Admin fee / account holder | $983 | $12,126-91.9% | $10,320-90.5% | $14,480-93.2% |