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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 | $12,726 | $51,638-75.4% | $68,368-81.4% | $82,448-84.6% |
| Participation rate | 11.1% | 63.6%-52.5pp | 73.8%-62.6pp | 68.1%-57.0pp |
| Annual return | 21.17% | 37.53%-16.4pp | 292.57%-271.4pp | 41.64%-20.5pp |
| Employer contribution / active EE | $373 | $2,047-81.8% | $2,649-85.9% | $2,551-85.4% |
| Participant deferral / active EE | $470 | $2,914-83.9% | $4,123-88.6% | $4,139-88.6% |
| Admin fee / account holder | $3,268 | $4,643-29.6% | $5,150-36.5% | $7,234-54.8% |