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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 | $8,745 | $109,967-92.0% | $97,197-91.0% | $145,877-94.0% |
| Participation rate | 66.7% | 76.0%-9.3pp | 72.7%-6.0pp | 80.3%-13.6pp |
| Annual return | 19.75% | 244.27%-224.5pp | 75.47%-55.7pp | 551.28%-531.5pp |
| Employer contribution / active EE | $1,206 | $3,077-60.8% | $2,723-55.7% | $4,663-74.1% |
| Participant deferral / active EE | $188 | $4,676-96.0% | $4,263-95.6% | $6,691-97.2% |
| Admin fee / account holder | $3,161 | $6,199-49.0% | $5,637-43.9% | $13,402-76.4% |