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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 | $24,873 | $117,846-78.9% | $102,434-75.7% | $145,884-83.0% |
| Participation rate | 40.0% | 78.6%-38.6pp | 76.5%-36.5pp | 80.3%-40.3pp |
| Annual return | 11.17% | 31.90%-20.7pp | 29.46%-18.3pp | 551.85%-540.7pp |
| Employer contribution / active EE | $1,145 | $3,615-68.3% | $3,023-62.1% | $4,662-75.4% |
| Participant deferral / active EE | $1,681 | $5,733-70.7% | $5,055-66.7% | $6,690-74.9% |
| Admin fee / account holder | $14,693 | $13,356+10.0% | $9,462+55.3% | $13,392+9.7% |