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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 | $10,983 | $110,337-90.0% | $102,383-89.3% | $145,877-92.5% |
| Participation rate | 63.6% | 77.9%-14.3pp | 74.5%-10.9pp | 80.3%-16.7pp |
| Annual return | 11.41% | 24.83%-13.4pp | 24.94%-13.5pp | 551.28%-539.9pp |
| Employer contribution / active EE | $1,298 | $4,216-69.2% | $3,870-66.5% | $4,663-72.2% |
| Participant deferral / active EE | $1,298 | $5,621-76.9% | $5,060-74.3% | $6,691-80.6% |
| Admin fee / account holder | $2,513 | $9,750-74.2% | $8,391-70.0% | $13,402-81.2% |