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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 | $13,034 | $106,247-87.7% | $96,515-86.5% | $139,466-90.7% |
| Participation rate | 33.3% | 77.8%-44.5pp | 74.3%-41.0pp | 80.3%-47.0pp |
| Annual return | 19.99% | 38.47%-18.5pp | 35.73%-15.7pp | 373.66%-353.7pp |
| Employer contribution / active EE | $817 | $4,106-80.1% | $3,740-78.1% | $4,754-82.8% |
| Participant deferral / active EE | $979 | $5,456-82.1% | $4,880-79.9% | $6,712-85.4% |
| Admin fee / account holder | $7,173 | $7,885-9.0% | $6,735+6.5% | $11,409-37.1% |