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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 | $11,105 | $102,609-89.2% | $98,090-88.7% | $138,895-92.0% |
| Participation rate | 66.7% | 82.8%-16.1pp | 81.5%-14.9pp | 79.9%-13.3pp |
| Annual return | 14.45% | 36.44%-22.0pp | 37.05%-22.6pp | 145.39%-130.9pp |
| Employer contribution / active EE | $930 | $3,867-76.0% | $3,606-74.2% | $4,194-77.8% |
| Participant deferral / active EE | $1,510 | $8,167-81.5% | $7,845-80.8% | $6,396-76.4% |
| Admin fee / account holder | $5,368 | $11,434-53.1% | $11,815-54.6% | $12,562-57.3% |