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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 | $14,363 | $102,609-86.0% | $98,090-85.4% | $138,895-89.7% |
| Participation rate | 66.7% | 82.8%-16.1pp | 81.5%-14.9pp | 79.9%-13.3pp |
| Annual return | 15.00% | 36.44%-21.4pp | 37.05%-22.1pp | 145.39%-130.4pp |
| Employer contribution / active EE | $269 | $3,867-93.0% | $3,606-92.5% | $4,194-93.6% |
| Participant deferral / active EE | $1,290 | $8,167-84.2% | $7,845-83.6% | $6,396-79.8% |
| Admin fee / account holder | $1,447 | $11,434-87.3% | $11,815-87.8% | $12,562-88.5% |