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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 | $9,776 | $114,119-91.4% | $107,187-90.9% | $138,895-93.0% |
| Participation rate | 63.6% | 78.1%-14.4pp | 75.0%-11.4pp | 79.9%-16.3pp |
| Annual return | 20.03% | 273.21%-253.2pp | 204.55%-184.5pp | 145.39%-125.4pp |
| Employer contribution / active EE | $1,189 | $4,059-70.7% | $3,782-68.6% | $4,194-71.6% |
| Participant deferral / active EE | $1,422 | $5,538-74.3% | $5,096-72.1% | $6,396-77.8% |
| Admin fee / account holder | $1,480 | $10,024-85.2% | $9,162-83.8% | $12,562-88.2% |