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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 | $10,910 | $111,814-90.2% | $103,374-89.4% | $145,959-92.5% |
| Participation rate | 55.6% | 77.9%-22.4pp | 74.5%-19.0pp | 80.3%-24.7pp |
| Annual return | 10.80% | 24.77%-14.0pp | 24.89%-14.1pp | 561.95%-551.1pp |
| Employer contribution / active EE | $1,228 | $4,214-70.8% | $3,869-68.3% | $4,661-73.6% |
| Participant deferral / active EE | $1,415 | $5,618-74.8% | $5,058-72.0% | $6,689-78.8% |
| Admin fee / account holder | $981 | $9,754-89.9% | $8,394-88.3% | $13,398-92.7% |