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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 | $7,835 | $114,013-93.1% | $103,693-92.4% | $155,188-95.0% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 80.8%-30.8pp |
| Annual return | 16.35% | 49.31%-33.0pp | 47.61%-31.3pp | 148.84%-132.5pp |
| Employer contribution / active EE | $717 | $3,131-77.1% | $2,920-75.4% | $4,248-83.1% |
| Participant deferral / active EE | $519 | $4,970-89.6% | $4,579-88.7% | $6,531-92.0% |
| Admin fee / account holder | $2,120 | $8,407-74.8% | $7,858-73.0% | $14,480-85.4% |