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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 | $104,650-92.8% | $83,854-91.0% | $155,188-95.2% |
| Participation rate | 9.1% | 65.1%-56.0pp | 59.1%-50.0pp | 80.8%-71.7pp |
| Annual return | 10.34% | 28.97%-18.6pp | 31.39%-21.0pp | 148.84%-138.5pp |
| Employer contribution / active EE | $156 | $1,196-86.9% | $1,017-84.6% | $4,248-96.3% |
| Participant deferral / active EE | $203 | $2,367-91.4% | $2,035-90.0% | $6,531-96.9% |
| Admin fee / account holder | $1,073 | $3,518-69.5% | $3,197-66.4% | $14,480-92.6% |