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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 | $102,609-78.8% | $98,090-77.8% | $138,895-84.3% |
| Participation rate | 66.7% | 82.8%-16.1pp | 81.5%-14.9pp | 79.9%-13.3pp |
| Annual return | 13.39% | 36.44%-23.0pp | 37.05%-23.7pp | 145.39%-132.0pp |
| Employer contribution / active EE | $113 | $3,867-97.1% | $3,606-96.9% | $4,194-97.3% |
| Participant deferral / active EE | $453 | $8,167-94.5% | $7,845-94.2% | $6,396-92.9% |
| Admin fee / account holder | $7,824 | $11,434-31.6% | $11,815-33.8% | $12,562-37.7% |