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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 | $20,867 | $96,136-78.3% | $135,987-84.7% | $80,925-74.2% |
| Participation rate | 24.6% | 71.2%-46.6pp | 76.4%-51.8pp | 67.7%-43.0pp |
| Annual return | 11.66% | 28.70%-17.0pp | 580.01%-568.3pp | 35.65%-24.0pp |
| Employer contribution / active EE | $747 | $3,350-77.7% | $4,214-82.3% | $2,756-72.9% |
| Participant deferral / active EE | $1,211 | $5,706-78.8% | $7,027-82.8% | $4,299-71.8% |
| Admin fee / account holder | $9,078 | $8,236+10.2% | $6,716+35.2% | $6,940+30.8% |