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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 | $87,166-77.0% | $76,735-73.9% | $137,256-85.4% |
| Participation rate | 16.7% | 74.4%-57.7pp | 69.5%-52.8pp | 80.0%-63.3pp |
| Annual return | 11.08% | 26.50%-15.4pp | 29.77%-18.7pp | 220.34%-209.3pp |
| Employer contribution / active EE | $553 | $2,904-81.0% | $2,454-77.5% | $4,156-86.7% |
| Participant deferral / active EE | $569 | $4,726-88.0% | $4,088-86.1% | $6,407-91.1% |
| Admin fee / account holder | $13,757 | $8,403+63.7% | $7,189+91.3% | $12,270+12.1% |