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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 | $14,207 | $169,336-91.6% | $129,384-89.0% | $145,884-90.3% |
| Participation rate | 63.6% | 76.5%-12.9pp | 69.6%-6.0pp | 80.3%-16.7pp |
| Annual return | 10.98% | 14408.70%-14397.7pp | 9461.77%-9450.8pp | 551.85%-540.9pp |
| Employer contribution / active EE | $2,350 | $5,540-57.6% | $4,153-43.4% | $4,662-49.6% |
| Participant deferral / active EE | $325 | $4,985-93.5% | $4,166-92.2% | $6,690-95.1% |
| Admin fee / account holder | $6,045 | $9,912-39.0% | $7,686-21.3% | $13,392-54.9% |