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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 | $100,279-86.5% | $81,353-83.4% | $145,884-90.7% |
| Participation rate | 43.8% | 74.3%-30.5pp | 69.5%-25.8pp | 80.3%-36.6pp |
| Annual return | 12.05% | 34.49%-22.4pp | 24.82%-12.8pp | 551.85%-539.8pp |
| Employer contribution / active EE | $389 | $2,979-86.9% | $2,464-84.2% | $4,662-91.7% |
| Participant deferral / active EE | $508 | $4,611-89.0% | $3,885-86.9% | $6,690-92.4% |
| Admin fee / account holder | $1,260 | $8,206-84.6% | $5,766-78.2% | $13,392-90.6% |