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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 | $11,931 | $55,902-78.7% | $76,030-84.3% | $80,959-85.3% |
| Participation rate | 25.5% | 62.1%-36.5pp | 69.1%-43.5pp | 67.7%-42.1pp |
| Annual return | 12.88% | 20.59%-7.7pp | 361.54%-348.7pp | 35.67%-22.8pp |
| Employer contribution / active EE | $533 | $1,867-71.5% | $2,688-80.2% | $2,757-80.7% |
| Participant deferral / active EE | $691 | $3,051-77.4% | $4,257-83.8% | $4,300-83.9% |
| Admin fee / account holder | $683 | $5,239-87.0% | $6,421-89.4% | $6,925-90.1% |