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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 | $15,008 | $110,410-86.4% | $102,437-85.3% | $145,897-89.7% |
| Participation rate | 69.6% | 77.9%-8.4pp | 74.5%-4.9pp | 80.3%-10.7pp |
| Annual return | 12.68% | 24.85%-12.2pp | 24.95%-12.3pp | 552.29%-539.6pp |
| Employer contribution / active EE | $1,055 | $4,217-75.0% | $3,871-72.7% | $4,663-77.4% |
| Participant deferral / active EE | $1,170 | $5,622-79.2% | $5,060-76.9% | $6,689-82.5% |
| Admin fee / account holder | $1,094 | $9,745-88.8% | $8,388-87.0% | $13,390-91.8% |