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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 | $9,672 | $97,125-90.0% | $86,233-88.8% | $137,256-93.0% |
| Participation rate | 28.6% | 74.2%-45.6pp | 69.0%-40.4pp | 80.0%-51.4pp |
| Annual return | 11.13% | 74.19%-63.1pp | 61.39%-50.3pp | 220.34%-209.2pp |
| Employer contribution / active EE | $648 | $2,841-77.2% | $2,504-74.1% | $4,156-84.4% |
| Participant deferral / active EE | $771 | $5,180-85.1% | $4,559-83.1% | $6,407-88.0% |
| Admin fee / account holder | $760 | $9,725-92.2% | $8,342-90.9% | $12,270-93.8% |