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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 | $20,363 | $107,733-81.1% | $92,985-78.1% | $154,746-86.8% |
| Participation rate | 50.0% | 74.6%-24.6pp | 69.5%-19.5pp | 80.7%-30.7pp |
| Annual return | 17.23% | 30.39%-13.2pp | 27.99%-10.8pp | 172.34%-155.1pp |
| Employer contribution / active EE | $679 | $3,126-78.3% | $2,662-74.5% | $4,379-84.5% |
| Participant deferral / active EE | $972 | $5,053-80.8% | $4,377-77.8% | $6,730-85.6% |
| Admin fee / account holder | $4,482 | $11,369-60.6% | $9,463-52.6% | $14,365-68.8% |