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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 | $12,496 | $111,535-88.8% | $105,223-88.1% | $137,256-90.9% |
| Participation rate | 38.9% | 78.1%-39.2pp | 75.0%-36.2pp | 80.0%-41.1pp |
| Annual return | 19.47% | 237.85%-218.4pp | 180.65%-161.2pp | 220.34%-200.9pp |
| Employer contribution / active EE | $900 | $3,939-77.2% | $3,689-75.6% | $4,156-78.4% |
| Participant deferral / active EE | $999 | $5,500-81.8% | $5,072-80.3% | $6,407-84.4% |
| Admin fee / account holder | $2,577 | $9,721-73.5% | $8,859-70.9% | $12,270-79.0% |