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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 | $11,868 | $106,588-88.9% | $94,215-87.4% | $155,188-92.4% |
| Participation rate | 69.6% | 74.3%-4.7pp | 70.0%-0.4pp | 80.8%-11.2pp |
| Annual return | 9.30% | 29.39%-20.1pp | 28.22%-18.9pp | 148.84%-139.5pp |
| Employer contribution / active EE | $0 | $3,080-100.0% | $2,675-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $418 | $4,802-91.3% | $4,276-90.2% | $6,531-93.6% |
| Admin fee / account holder | $22,947 | $12,281+86.9% | $10,216+124.6% | $14,480+58.5% |