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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 | $11,309 | $110,337-89.8% | $102,383-89.0% | $145,877-92.2% |
| Participation rate | 58.3% | 77.9%-19.6pp | 74.5%-16.2pp | 80.3%-22.0pp |
| Annual return | 17.03% | 24.83%-7.8pp | 24.94%-7.9pp | 551.28%-534.3pp |
| Employer contribution / active EE | $1,299 | $4,216-69.2% | $3,870-66.4% | $4,663-72.1% |
| Participant deferral / active EE | $1,501 | $5,621-73.3% | $5,060-70.3% | $6,691-77.6% |
| Admin fee / account holder | $482 | $9,750-95.1% | $8,391-94.3% | $13,402-96.4% |