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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 | $117,846-80.1% | $102,434-77.1% | $145,884-83.9% |
| Participation rate | 36.4% | 78.6%-42.3pp | 76.5%-40.1pp | 80.3%-43.9pp |
| Annual return | 13.57% | 31.90%-18.3pp | 29.46%-15.9pp | 551.85%-538.3pp |
| Employer contribution / active EE | $892 | $3,615-75.3% | $3,023-70.5% | $4,662-80.9% |
| Participant deferral / active EE | $1,059 | $5,733-81.5% | $5,055-79.0% | $6,690-84.2% |
| Admin fee / account holder | $7,175 | $13,356-46.3% | $9,462-24.2% | $13,392-46.4% |