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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 | $21,790 | $100,970-78.4% | $96,576-77.4% | $137,256-84.1% |
| Participation rate | 66.7% | 82.6%-15.9pp | 81.4%-14.8pp | 80.0%-13.3pp |
| Annual return | 13.39% | 38.16%-24.8pp | 38.47%-25.1pp | 220.34%-206.9pp |
| Employer contribution / active EE | $113 | $3,809-97.0% | $3,553-96.8% | $4,156-97.3% |
| Participant deferral / active EE | $453 | $8,286-94.5% | $7,956-94.3% | $6,407-92.9% |
| Admin fee / account holder | $7,824 | $11,312-30.8% | $11,381-31.3% | $12,270-36.2% |