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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 | $15,881 | $182,442-91.3% | $163,379-90.3% | $138,895-88.6% |
| Participation rate | 40.0% | 79.8%-39.8pp | 76.8%-36.8pp | 79.9%-39.9pp |
| Annual return | 13.47% | 72.74%-59.3pp | 63.41%-49.9pp | 145.39%-131.9pp |
| Employer contribution / active EE | $634 | $4,159-84.7% | $3,752-83.1% | $4,194-84.9% |
| Participant deferral / active EE | $722 | $6,817-89.4% | $6,282-88.5% | $6,396-88.7% |
| Admin fee / account holder | $2,933 | $10,396-71.8% | $9,818-70.1% | $12,562-76.7% |