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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 | $100,147-86.5% | $81,286-83.4% | $145,877-90.7% |
| Participation rate | 43.8% | 74.2%-30.5pp | 69.5%-25.8pp | 80.3%-36.6pp |
| Annual return | 12.05% | 34.44%-22.4pp | 24.80%-12.7pp | 551.28%-539.2pp |
| Employer contribution / active EE | $389 | $2,977-86.9% | $2,463-84.2% | $4,663-91.7% |
| Participant deferral / active EE | $508 | $4,607-89.0% | $3,883-86.9% | $6,691-92.4% |
| Admin fee / account holder | $1,260 | $8,201-84.6% | $5,764-78.1% | $13,402-90.6% |