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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 | $6,409 | $97,125-93.4% | $86,233-92.6% | $137,256-95.3% |
| Participation rate | 33.3% | 74.2%-40.9pp | 69.0%-35.7pp | 80.0%-46.6pp |
| Annual return | 12.02% | 74.19%-62.2pp | 61.39%-49.4pp | 220.34%-208.3pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $680 | $5,180-86.9% | $4,559-85.1% | $6,407-89.4% |
| Admin fee / account holder | $4,824 | $9,725-50.4% | $8,342-42.2% | $12,270-60.7% |