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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 | $13,527 | $100,262-86.5% | $81,370-83.4% | $145,897-90.7% |
| Participation rate | 43.8% | 74.3%-30.5pp | 69.5%-25.8pp | 80.3%-36.6pp |
| Annual return | 12.05% | 34.52%-22.5pp | 24.85%-12.8pp | 552.29%-540.2pp |
| Employer contribution / active EE | $389 | $2,979-86.9% | $2,464-84.2% | $4,663-91.7% |
| Participant deferral / active EE | $508 | $4,612-89.0% | $3,885-86.9% | $6,689-92.4% |
| Admin fee / account holder | $1,260 | $8,163-84.6% | $5,749-78.1% | $13,390-90.6% |