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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 | $9,415 | $72,396-87.0% | $67,511-86.1% | $145,959-93.5% |
| Participation rate | 33.3% | 76.9%-43.5pp | 72.9%-39.6pp | 80.3%-47.0pp |
| Annual return | 11.08% | 7194.07%-7183.0pp | 3517.41%-3506.3pp | 561.95%-550.9pp |
| Employer contribution / active EE | $492 | $3,071-84.0% | $2,733-82.0% | $4,661-89.5% |
| Participant deferral / active EE | $518 | $4,781-89.2% | $4,000-87.0% | $6,689-92.3% |
| Admin fee / account holder | $4,770 | $5,538-13.9% | $3,999+19.3% | $13,398-64.4% |