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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 | $14,890 | $109,908-86.5% | $97,161-84.7% | $145,978-89.8% |
| Participation rate | 6.3% | 75.9%-69.7pp | 72.7%-66.4pp | 80.3%-74.0pp |
| Annual return | 9.06% | 243.80%-234.7pp | 75.36%-66.3pp | 550.52%-541.5pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $2,723-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $567 | $4,679-87.9% | $4,265-86.7% | $6,690-91.5% |
| Admin fee / account holder | $8,405 | $6,213+35.3% | $5,647+48.8% | $13,400-37.3% |