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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 | $12,594 | $114,013-89.0% | $103,693-87.9% | $155,188-91.9% |
| Participation rate | 57.9% | 75.2%-17.3pp | 72.6%-14.7pp | 80.8%-22.9pp |
| Annual return | 15.31% | 49.31%-34.0pp | 47.61%-32.3pp | 148.84%-133.5pp |
| Employer contribution / active EE | $553 | $3,131-82.4% | $2,920-81.1% | $4,248-87.0% |
| Participant deferral / active EE | $725 | $4,970-85.4% | $4,579-84.2% | $6,531-88.9% |
| Admin fee / account holder | $797 | $8,407-90.5% | $7,858-89.9% | $14,480-94.5% |