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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 | $20,053 | $88,996-77.5% | $78,004-74.3% | $138,895-85.6% |
| Participation rate | 16.7% | 74.4%-57.7pp | 69.4%-52.8pp | 79.9%-63.3pp |
| Annual return | 11.08% | 28.03%-17.0pp | 31.07%-20.0pp | 145.39%-134.3pp |
| Employer contribution / active EE | $553 | $2,917-81.0% | $2,469-77.6% | $4,194-86.8% |
| Participant deferral / active EE | $569 | $4,724-88.0% | $4,092-86.1% | $6,396-91.1% |
| Admin fee / account holder | $13,757 | $8,807+56.2% | $7,578+81.5% | $12,562+9.5% |