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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 | $11,020 | $101,618-89.2% | $93,063-88.2% | $137,256-92.0% |
| Participation rate | 40.0% | 74.9%-34.9pp | 72.1%-32.1pp | 80.0%-40.0pp |
| Annual return | 16.56% | 223.95%-207.4pp | 34.15%-17.6pp | 220.34%-203.8pp |
| Employer contribution / active EE | $368 | $2,707-86.4% | $2,476-85.1% | $4,156-91.1% |
| Participant deferral / active EE | $546 | $4,279-87.2% | $3,958-86.2% | $6,407-91.5% |
| Admin fee / account holder | $1,185 | $6,198-80.9% | $6,033-80.4% | $12,270-90.3% |