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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 | $15,479 | $110,379-86.0% | $102,412-84.9% | $145,884-89.4% |
| Participation rate | 23.8% | 77.9%-54.1pp | 74.5%-50.7pp | 80.3%-56.5pp |
| Annual return | 15.55% | 24.84%-9.3pp | 24.94%-9.4pp | 551.85%-536.3pp |
| Employer contribution / active EE | $863 | $4,216-79.5% | $3,870-77.7% | $4,662-81.5% |
| Participant deferral / active EE | $1,099 | $5,622-80.5% | $5,060-78.3% | $6,690-83.6% |
| Admin fee / account holder | $573 | $9,745-94.1% | $8,388-93.2% | $13,392-95.7% |