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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 | $9,979 | $109,967-90.9% | $97,197-89.7% | $145,877-93.2% |
| Participation rate | 20.0% | 76.0%-56.0pp | 72.7%-52.7pp | 80.3%-60.3pp |
| Annual return | 10.48% | 244.27%-233.8pp | 75.47%-65.0pp | 551.28%-540.8pp |
| Employer contribution / active EE | $359 | $3,077-88.3% | $2,723-86.8% | $4,663-92.3% |
| Participant deferral / active EE | $552 | $4,676-88.2% | $4,263-87.1% | $6,691-91.7% |
| Admin fee / account holder | $4,313 | $6,199-30.4% | $5,637-23.5% | $13,402-67.8% |