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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 | $11,513 | $172,111-93.3% | $150,298-92.3% | $137,256-91.6% |
| Participation rate | 56.5% | 81.7%-25.2pp | 77.8%-21.2pp | 80.0%-23.4pp |
| Annual return | 14.60% | 69.37%-54.8pp | 62.79%-48.2pp | 220.34%-205.7pp |
| Employer contribution / active EE | $1,173 | $4,636-74.7% | $4,154-71.8% | $4,156-71.8% |
| Participant deferral / active EE | $1,529 | $6,166-75.2% | $5,453-72.0% | $6,407-76.1% |
| Admin fee / account holder | $2,209 | $16,471-86.6% | $14,116-84.4% | $12,270-82.0% |