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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 | $13,201 | $115,225-88.5% | $100,712-86.9% | $138,895-90.5% |
| Participation rate | 14.3% | 74.3%-60.1pp | 69.3%-55.0pp | 79.9%-65.6pp |
| Annual return | 12.95% | 40.35%-27.4pp | 33.27%-20.3pp | 145.39%-132.4pp |
| Employer contribution / active EE | $0 | $2,771-100.0% | $2,313-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $50 | $4,699-98.9% | $4,085-98.8% | $6,396-99.2% |
| Admin fee / account holder | $543 | $10,844-95.0% | $9,256-94.1% | $12,562-95.7% |