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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 | $12,703 | $97,289-86.9% | $92,805-86.3% | $155,188-91.8% |
| Participation rate | 50.0% | 84.2%-34.2pp | 83.5%-33.5pp | 80.8%-30.8pp |
| Annual return | 16.88% | 29.03%-12.2pp | 31.59%-14.7pp | 148.84%-132.0pp |
| Employer contribution / active EE | $489 | $3,632-86.5% | $3,424-85.7% | $4,248-88.5% |
| Participant deferral / active EE | $612 | $8,795-93.0% | $8,448-92.8% | $6,531-90.6% |
| Admin fee / account holder | $594 | $12,015-95.1% | $10,911-94.6% | $14,480-95.9% |