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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 | $107,733-89.0% | $92,985-87.2% | $154,746-92.3% |
| Participation rate | 69.6% | 74.6%-5.0pp | 69.5%+0.1pp | 80.7%-11.1pp |
| Annual return | 9.30% | 30.39%-21.1pp | 27.99%-18.7pp | 172.34%-163.0pp |
| Employer contribution / active EE | $0 | $3,126-100.0% | $2,662-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $418 | $5,053-91.7% | $4,377-90.4% | $6,730-93.8% |
| Admin fee / account holder | $22,947 | $11,369+101.8% | $9,463+142.5% | $14,365+59.7% |