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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 | $12,785 | $100,139-87.2% | $85,187-85.0% | $145,884-91.2% |
| Participation rate | 60.0% | 74.1%-14.1pp | 67.5%-7.5pp | 80.3%-20.3pp |
| Annual return | 11.41% | 84.15%-72.7pp | 66.67%-55.3pp | 551.85%-540.4pp |
| Employer contribution / active EE | $603 | $3,238-81.4% | $2,732-77.9% | $4,662-87.1% |
| Participant deferral / active EE | $877 | $5,296-83.4% | $4,525-80.6% | $6,690-86.9% |
| Admin fee / account holder | $1,791 | $7,262-75.3% | $6,162-70.9% | $13,392-86.6% |