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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 | $13,032 | $123,155-89.4% | $108,753-88.0% | $155,188-91.6% |
| Participation rate | 66.7% | 75.6%-9.0pp | 71.1%-4.4pp | 80.8%-14.1pp |
| Annual return | 17.19% | 44.73%-27.5pp | 37.47%-20.3pp | 148.84%-131.7pp |
| Employer contribution / active EE | $544 | $2,811-80.7% | $2,427-77.6% | $4,248-87.2% |
| Participant deferral / active EE | $888 | $4,623-80.8% | $4,115-78.4% | $6,531-86.4% |
| Admin fee / account holder | $707 | $12,126-94.2% | $10,320-93.2% | $14,480-95.1% |