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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 | $26,888 | $110,337-75.6% | $102,383-73.7% | $145,877-81.6% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 12.11% | 24.83%-12.7pp | 24.94%-12.8pp | 551.28%-539.2pp |
| Employer contribution / active EE | $1,216 | $4,216-71.2% | $3,870-68.6% | $4,663-73.9% |
| Participant deferral / active EE | $1,237 | $5,621-78.0% | $5,060-75.6% | $6,691-81.5% |
| Admin fee / account holder | $9,108 | $9,750-6.6% | $8,391+8.5% | $13,402-32.0% |