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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 | $13,456 | $103,038-86.9% | $90,324-85.1% | $152,909-91.2% |
| Participation rate | 57.1% | 75.9%-18.7pp | 73.3%-16.1pp | 82.5%-25.3pp |
| Annual return | 11.26% | 95.25%-84.0pp | 78.15%-66.9pp | 345.46%-334.2pp |
| Employer contribution / active EE | $533 | $3,141-83.0% | $2,856-81.3% | $4,764-88.8% |
| Participant deferral / active EE | $743 | $4,282-82.7% | $3,885-80.9% | $5,851-87.3% |
| Admin fee / account holder | $355 | $6,177-94.3% | $5,356-93.4% | $11,601-96.9% |