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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 | $67,823-88.9% | $52,425-85.7% | $137,256-94.5% |
| Participation rate | 9.1% | 63.9%-54.8pp | 55.6%-46.5pp | 80.0%-70.9pp |
| Annual return | 10.34% | 219.11%-208.8pp | 302.12%-291.8pp | 220.34%-210.0pp |
| Employer contribution / active EE | $156 | $1,163-86.6% | $914-82.9% | $4,156-96.2% |
| Participant deferral / active EE | $203 | $2,288-91.1% | $1,790-88.7% | $6,407-96.8% |
| Admin fee / account holder | $1,073 | $2,844-62.3% | $2,495-57.0% | $12,270-91.3% |