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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 | $124,980-85.9% | $108,359-83.7% | $154,746-88.6% |
| Participation rate | 60.9% | 75.2%-14.3pp | 70.1%-9.3pp | 80.7%-19.8pp |
| Annual return | 19.35% | 45.00%-25.7pp | 36.89%-17.5pp | 172.34%-153.0pp |
| Employer contribution / active EE | $810 | $2,851-71.6% | $2,399-66.3% | $4,379-81.5% |
| Participant deferral / active EE | $1,124 | $4,743-76.3% | $4,137-72.8% | $6,730-83.3% |
| Admin fee / account holder | $983 | $11,502-91.5% | $9,741-89.9% | $14,365-93.2% |