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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 | $15,970 | $102,245-84.4% | $89,340-82.1% | $137,256-88.4% |
| Participation rate | 20.0% | 74.9%-54.9pp | 69.6%-49.6pp | 80.0%-60.0pp |
| Annual return | 11.99% | 21.89%-9.9pp | 20.57%-8.6pp | 220.34%-208.3pp |
| Employer contribution / active EE | $136 | $2,529-94.6% | $2,231-93.9% | $4,156-96.7% |
| Participant deferral / active EE | $372 | $4,436-91.6% | $3,823-90.3% | $6,407-94.2% |
| Admin fee / account holder | $609 | $8,085-92.5% | $6,704-90.9% | $12,270-95.0% |