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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 | $10,334 | $108,882-90.5% | $96,754-89.3% | $154,746-93.3% |
| Participation rate | 14.3% | 75.1%-60.8pp | 70.3%-56.0pp | 80.7%-66.4pp |
| Annual return | 9.27% | 98.39%-89.1pp | 82.04%-72.8pp | 172.34%-163.1pp |
| Employer contribution / active EE | $426 | $3,018-85.9% | $2,679-84.1% | $4,379-90.3% |
| Participant deferral / active EE | $989 | $5,323-81.4% | $4,758-79.2% | $6,730-85.3% |
| Admin fee / account holder | $12,196 | $10,200+19.6% | $8,905+37.0% | $14,365-15.1% |