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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 | $11,651 | $77,908-85.0% | $149,696-92.2% | $75,173-84.5% |
| Participation rate | 20.3% | 65.6%-45.3pp | 78.8%-58.5pp | 67.2%-46.9pp |
| Annual return | 40.81% | 31.73%+9.1pp | 134.46%-93.6pp | 160.72%-119.9pp |
| Employer contribution / active EE | $378 | $3,138-88.0% | $4,821-92.2% | $2,671-85.9% |
| Participant deferral / active EE | $666 | $3,411-80.5% | $5,682-88.3% | $4,126-83.9% |
| Admin fee / account holder | $980 | $5,950-83.5% | $13,212-92.6% | $5,651-82.7% |