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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 | $17,683 | $100,970-82.5% | $96,576-81.7% | $137,256-87.1% |
| Participation rate | 50.0% | 82.6%-32.6pp | 81.4%-31.4pp | 80.0%-30.0pp |
| Annual return | 13.19% | 38.16%-25.0pp | 38.47%-25.3pp | 220.34%-207.2pp |
| Employer contribution / active EE | $1,364 | $3,809-64.2% | $3,553-61.6% | $4,156-67.2% |
| Participant deferral / active EE | $1,933 | $8,286-76.7% | $7,956-75.7% | $6,407-69.8% |
| Admin fee / account holder | $22,421 | $11,312+98.2% | $11,381+97.0% | $12,270+82.7% |