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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 | $107,666-84.9% | $102,184-84.1% | $154,746-89.5% |
| Participation rate | 42.9% | 83.7%-40.9pp | 82.6%-39.7pp | 80.7%-37.8pp |
| Annual return | 17.31% | 29.33%-12.0pp | 31.58%-14.3pp | 172.34%-155.0pp |
| Employer contribution / active EE | $567 | $3,846-85.3% | $3,594-84.2% | $4,379-87.1% |
| Participant deferral / active EE | $603 | $8,719-93.1% | $8,309-92.7% | $6,730-91.0% |
| Admin fee / account holder | $1,397 | $12,943-89.2% | $11,609-88.0% | $14,365-90.3% |