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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 | $102,609-82.8% | $98,090-82.0% | $138,895-87.3% |
| Participation rate | 50.0% | 82.8%-32.8pp | 81.5%-31.5pp | 79.9%-29.9pp |
| Annual return | 13.19% | 36.44%-23.3pp | 37.05%-23.9pp | 145.39%-132.2pp |
| Employer contribution / active EE | $1,364 | $3,867-64.7% | $3,606-62.2% | $4,194-67.5% |
| Participant deferral / active EE | $1,933 | $8,167-76.3% | $7,845-75.4% | $6,396-69.8% |
| Admin fee / account holder | $22,421 | $11,434+96.1% | $11,815+89.8% | $12,562+78.5% |