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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 | $61,125-79.2% | $94,057-86.5% | $87,485-85.5% |
| Participation rate | 11.1% | 64.1%-53.0pp | 73.3%-62.2pp | 68.9%-57.8pp |
| Annual return | 21.17% | 35.20%-14.0pp | 480.62%-459.5pp | 26.06%-4.9pp |
| Employer contribution / active EE | $373 | $2,136-82.5% | $2,933-87.3% | $2,596-85.6% |
| Participant deferral / active EE | $470 | $3,260-85.6% | $4,709-90.0% | $4,274-89.0% |
| Admin fee / account holder | $3,268 | $5,629-41.9% | $7,244-54.9% | $7,775-58.0% |