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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 | $12,130 | $45,343-73.2% | $150,298-91.9% | $67,986-82.2% |
| Participation rate | 23.7% | 51.9%-28.1pp | 77.8%-54.0pp | 57.2%-33.5pp |
| Annual return | 19.29% | 33.28%-14.0pp | 62.79%-43.5pp | 31.67%-12.4pp |
| Employer contribution / active EE | $401 | $1,462-72.6% | $4,154-90.4% | $2,019-80.1% |
| Participant deferral / active EE | $512 | $2,055-75.1% | $5,453-90.6% | $3,358-84.8% |
| Admin fee / account holder | $422 | $2,250-81.3% | $14,116-97.0% | $3,203-86.8% |