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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 | $112,729-84.4% | $98,716-82.1% | $137,256-87.2% |
| Participation rate | 60.9% | 74.2%-13.4pp | 69.3%-8.4pp | 80.0%-19.1pp |
| Annual return | 19.35% | 38.48%-19.1pp | 31.81%-12.5pp | 220.34%-201.0pp |
| Employer contribution / active EE | $810 | $2,725-70.3% | $2,279-64.5% | $4,156-80.5% |
| Participant deferral / active EE | $1,124 | $4,640-75.8% | $4,048-72.2% | $6,407-82.4% |
| Admin fee / account holder | $983 | $10,129-90.3% | $8,703-88.7% | $12,270-92.0% |