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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 | $11,498 | $100,895-88.6% | $90,430-87.3% | $158,950-92.8% |
| Participation rate | 42.1% | 75.0%-32.9pp | 72.7%-30.6pp | 82.0%-39.9pp |
| Annual return | 13.30% | 1725.54%-1712.2pp | 1293.73%-1280.4pp | 302.91%-289.6pp |
| Employer contribution / active EE | $263 | $3,689-92.9% | $3,262-91.9% | $4,762-94.5% |
| Participant deferral / active EE | $604 | $4,347-86.1% | $3,963-84.8% | $5,983-89.9% |
| Admin fee / account holder | $1,027 | $6,505-84.2% | $5,613-81.7% | $11,248-90.9% |