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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 | $16,210 | $100,970-83.9% | $96,576-83.2% | $137,256-88.2% |
| Participation rate | 42.9% | 82.6%-39.8pp | 81.4%-38.6pp | 80.0%-37.1pp |
| Annual return | 17.31% | 38.16%-20.8pp | 38.47%-21.2pp | 220.34%-203.0pp |
| Employer contribution / active EE | $567 | $3,809-85.1% | $3,553-84.0% | $4,156-86.4% |
| Participant deferral / active EE | $603 | $8,286-92.7% | $7,956-92.4% | $6,407-90.6% |
| Admin fee / account holder | $1,397 | $11,312-87.7% | $11,381-87.7% | $12,270-88.6% |