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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 | $11,226 | $102,245-89.0% | $89,340-87.4% | $137,256-91.8% |
| Participation rate | 66.7% | 74.9%-8.2pp | 69.6%-2.9pp | 80.0%-13.3pp |
| Annual return | 12.72% | 21.89%-9.2pp | 20.57%-7.9pp | 220.34%-207.6pp |
| Employer contribution / active EE | $1,214 | $2,529-52.0% | $2,231-45.6% | $4,156-70.8% |
| Participant deferral / active EE | $686 | $4,436-84.5% | $3,823-82.1% | $6,407-89.3% |
| Admin fee / account holder | $4,708 | $8,085-41.8% | $6,704-29.8% | $12,270-61.6% |