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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 | $23,473 | $117,829-80.1% | $102,423-77.1% | $145,877-83.9% |
| Participation rate | 36.4% | 78.6%-42.3pp | 76.5%-40.1pp | 80.3%-43.9pp |
| Annual return | 13.57% | 31.83%-18.3pp | 29.42%-15.8pp | 551.28%-537.7pp |
| Employer contribution / active EE | $892 | $3,615-75.3% | $3,023-70.5% | $4,663-80.9% |
| Participant deferral / active EE | $1,059 | $5,732-81.5% | $5,054-79.0% | $6,691-84.2% |
| Admin fee / account holder | $7,175 | $13,335-46.2% | $9,455-24.1% | $13,402-46.5% |