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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 | $8,957 | $95,580-90.6% | $76,872-88.3% | $139,466-93.6% |
| Participation rate | 28.6% | 74.0%-45.4pp | 69.6%-41.0pp | 80.3%-51.8pp |
| Annual return | 10.07% | 55.00%-44.9pp | 37.90%-27.8pp | 373.66%-363.6pp |
| Employer contribution / active EE | $498 | $3,145-84.2% | $2,533-80.3% | $4,754-89.5% |
| Participant deferral / active EE | $759 | $4,623-83.6% | $3,832-80.2% | $6,712-88.7% |
| Admin fee / account holder | $7,979 | $8,302-3.9% | $5,476+45.7% | $11,409-30.1% |