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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 | $12,857 | $77,920-83.5% | $149,723-91.4% | $75,177-82.9% |
| Participation rate | 34.1% | 65.6%-31.5pp | 78.8%-44.7pp | 67.2%-33.1pp |
| Annual return | 14.67% | 31.72%-17.1pp | 134.50%-119.8pp | 160.75%-146.1pp |
| Employer contribution / active EE | $385 | $3,138-87.7% | $4,821-92.0% | $2,671-85.6% |
| Participant deferral / active EE | $605 | $3,411-82.3% | $5,682-89.3% | $4,126-85.3% |
| Admin fee / account holder | $784 | $5,951-86.8% | $13,215-94.1% | $5,651-86.1% |