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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 | $16,298 | $91,179-82.1% | $178,499-90.9% | $79,852-79.6% |
| Participation rate | 42.9% | 69.2%-26.4pp | 81.9%-39.1pp | 69.6%-26.8pp |
| Annual return | 14.39% | 24.19%-9.8pp | 151.10%-136.7pp | 31.72%-17.3pp |
| Employer contribution / active EE | $1,204 | $3,256-63.0% | $5,011-76.0% | $2,471-51.3% |
| Participant deferral / active EE | $739 | $3,236-77.2% | $5,202-85.8% | $3,740-80.3% |
| Admin fee / account holder | $4,592 | $6,749-32.0% | $13,986-67.2% | $5,306-13.5% |