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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 | $12,360 | $110,410-88.8% | $102,437-87.9% | $145,897-91.5% |
| Participation rate | 36.8% | 77.9%-41.1pp | 74.5%-37.7pp | 80.3%-43.5pp |
| Annual return | 10.37% | 24.85%-14.5pp | 24.95%-14.6pp | 552.29%-541.9pp |
| Employer contribution / active EE | $955 | $4,217-77.3% | $3,871-75.3% | $4,663-79.5% |
| Participant deferral / active EE | $1,430 | $5,622-74.6% | $5,060-71.7% | $6,689-78.6% |
| Admin fee / account holder | $7,962 | $9,745-18.3% | $8,388-5.1% | $13,390-40.5% |