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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 | $16,225 | $100,203-83.8% | $85,240-81.0% | $145,897-88.9% |
| Participation rate | 11.1% | 74.1%-63.0pp | 67.5%-56.4pp | 80.3%-69.2pp |
| Annual return | 10.47% | 84.28%-73.8pp | 66.75%-56.3pp | 552.29%-541.8pp |
| Employer contribution / active EE | $477 | $3,242-85.3% | $2,735-82.6% | $4,663-89.8% |
| Participant deferral / active EE | $477 | $5,299-91.0% | $4,527-89.5% | $6,689-92.9% |
| Admin fee / account holder | $653 | $7,265-91.0% | $6,165-89.4% | $13,390-95.1% |