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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 | $125,778-91.2% | $114,563-90.4% | $154,746-92.9% |
| Participation rate | 40.0% | 75.2%-35.2pp | 72.9%-32.9pp | 80.7%-40.7pp |
| Annual return | 16.56% | 295.14%-278.6pp | 241.09%-224.5pp | 172.34%-155.8pp |
| Employer contribution / active EE | $368 | $2,806-86.9% | $2,592-85.8% | $4,379-91.6% |
| Participant deferral / active EE | $546 | $4,445-87.7% | $4,142-86.8% | $6,730-91.9% |
| Admin fee / account holder | $1,185 | $8,190-85.5% | $7,623-84.5% | $14,365-91.8% |