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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 | $11,330 | $107,809-89.5% | $97,032-88.3% | $155,188-92.7% |
| Participation rate | 36.8% | 75.5%-38.6pp | 71.6%-34.7pp | 80.8%-44.0pp |
| Annual return | 16.09% | 38.06%-22.0pp | 35.38%-19.3pp | 148.84%-132.7pp |
| Employer contribution / active EE | $470 | $2,911-83.9% | $2,629-82.1% | $4,248-88.9% |
| Participant deferral / active EE | $853 | $5,129-83.4% | $4,672-81.7% | $6,531-86.9% |
| Admin fee / account holder | $2,194 | $10,717-79.5% | $9,418-76.7% | $14,480-84.9% |