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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 | $96,236-78.3% | $133,698-84.4% | $80,959-74.2% |
| Participation rate | 24.6% | 71.2%-46.6pp | 76.4%-51.8pp | 67.7%-43.1pp |
| Annual return | 11.66% | 28.74%-17.1pp | 580.90%-569.2pp | 35.67%-24.0pp |
| Employer contribution / active EE | $747 | $3,350-77.7% | $4,218-82.3% | $2,757-72.9% |
| Participant deferral / active EE | $1,211 | $5,709-78.8% | $7,016-82.7% | $4,300-71.8% |
| Admin fee / account holder | $9,078 | $8,250+10.0% | $6,703+35.4% | $6,925+31.1% |