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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 | $17,807 | $114,013-84.4% | $103,693-82.8% | $155,188-88.5% |
| Participation rate | 27.3% | 75.2%-47.9pp | 72.6%-45.4pp | 80.8%-53.5pp |
| Annual return | 13.83% | 49.31%-35.5pp | 47.61%-33.8pp | 148.84%-135.0pp |
| Employer contribution / active EE | $592 | $3,131-81.1% | $2,920-79.7% | $4,248-86.1% |
| Participant deferral / active EE | $854 | $4,970-82.8% | $4,579-81.4% | $6,531-86.9% |
| Admin fee / account holder | $3,995 | $8,407-52.5% | $7,858-49.2% | $14,480-72.4% |