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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 | $7,514 | $94,439-92.0% | $73,658-89.8% | $154,746-95.1% |
| Participation rate | 9.1% | 64.7%-55.6pp | 57.0%-47.9pp | 80.7%-71.6pp |
| Annual return | 10.34% | 28.25%-17.9pp | 29.72%-19.4pp | 172.34%-162.0pp |
| Employer contribution / active EE | $156 | $1,257-87.6% | $1,032-84.9% | $4,379-96.4% |
| Participant deferral / active EE | $203 | $2,527-92.0% | $2,062-90.1% | $6,730-97.0% |
| Admin fee / account holder | $1,073 | $3,843-72.1% | $3,357-68.0% | $14,365-92.5% |