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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 | $11,212 | $48,337-76.8% | $67,560-83.4% | $80,959-86.2% |
| Participation rate | 19.3% | 66.4%-47.1pp | 72.9%-53.6pp | 67.7%-48.4pp |
| Annual return | 13.85% | 18.26%-4.4pp | 3533.50%-3519.6pp | 35.67%-21.8pp |
| Employer contribution / active EE | $441 | $2,023-78.2% | $2,737-83.9% | $2,757-84.0% |
| Participant deferral / active EE | $605 | $2,928-79.3% | $4,004-84.9% | $4,300-85.9% |
| Admin fee / account holder | $1,449 | $3,695-60.8% | $3,994-63.7% | $6,925-79.1% |