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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 | $11,937 | $102,609-88.4% | $98,090-87.8% | $138,895-91.4% |
| Participation rate | 36.4% | 82.8%-46.4pp | 81.5%-45.2pp | 79.9%-43.6pp |
| Annual return | 16.44% | 36.44%-20.0pp | 37.05%-20.6pp | 145.39%-129.0pp |
| Employer contribution / active EE | $801 | $3,867-79.3% | $3,606-77.8% | $4,194-80.9% |
| Participant deferral / active EE | $979 | $8,167-88.0% | $7,845-87.5% | $6,396-84.7% |
| Admin fee / account holder | $1,268 | $11,434-88.9% | $11,815-89.3% | $12,562-89.9% |