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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 | $49,976-74.5% | $66,674-80.9% | $82,637-84.6% |
| Participation rate | 11.1% | 63.1%-52.0pp | 73.7%-62.6pp | 68.1%-56.9pp |
| Annual return | 21.17% | 39.09%-17.9pp | 321.24%-300.1pp | 53.51%-32.3pp |
| Employer contribution / active EE | $373 | $1,988-81.2% | $2,620-85.8% | $2,552-85.4% |
| Participant deferral / active EE | $470 | $2,847-83.5% | $4,084-88.5% | $4,126-88.6% |
| Admin fee / account holder | $3,268 | $4,594-28.9% | $5,098-35.9% | $7,339-55.5% |