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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 | $12,976 | $108,882-88.1% | $96,754-86.6% | $154,746-91.6% |
| Participation rate | 57.1% | 75.1%-17.9pp | 70.3%-13.1pp | 80.7%-23.6pp |
| Annual return | 15.25% | 98.39%-83.1pp | 82.04%-66.8pp | 172.34%-157.1pp |
| Employer contribution / active EE | $494 | $3,018-83.6% | $2,679-81.6% | $4,379-88.7% |
| Participant deferral / active EE | $862 | $5,323-83.8% | $4,758-81.9% | $6,730-87.2% |
| Admin fee / account holder | $6,700 | $10,200-34.3% | $8,905-24.8% | $14,365-53.4% |