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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 | $102,938-89.3% | $94,105-88.3% | $138,895-92.1% |
| Participation rate | 40.0% | 74.6%-34.6pp | 71.9%-31.9pp | 79.9%-39.9pp |
| Annual return | 16.56% | 250.28%-233.7pp | 204.55%-188.0pp | 145.39%-128.8pp |
| Employer contribution / active EE | $368 | $2,732-86.5% | $2,504-85.3% | $4,194-91.2% |
| Participant deferral / active EE | $546 | $4,196-87.0% | $3,881-85.9% | $6,396-91.5% |
| Admin fee / account holder | $1,185 | $6,600-82.0% | $6,199-80.9% | $12,562-90.6% |