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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 | $12,339 | $99,053-87.5% | $88,179-86.0% | $138,895-91.1% |
| Participation rate | 30.0% | 74.2%-44.2pp | 69.1%-39.1pp | 79.9%-49.9pp |
| Annual return | 17.38% | 78.17%-60.8pp | 64.97%-47.6pp | 145.39%-128.0pp |
| Employer contribution / active EE | $347 | $2,882-88.0% | $2,549-86.4% | $4,194-91.7% |
| Participant deferral / active EE | $425 | $5,225-91.9% | $4,614-90.8% | $6,396-93.4% |
| Admin fee / account holder | $3,649 | $8,748-58.3% | $7,673-52.4% | $12,562-71.0% |