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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 | $17,132 | $102,638-83.3% | $81,991-79.1% | $158,966-89.2% |
| Participation rate | 38.5% | 75.5%-37.1pp | 69.3%-30.8pp | 82.0%-43.5pp |
| Annual return | 9.36% | 61.05%-51.7pp | 41.31%-32.0pp | 302.95%-293.6pp |
| Employer contribution / active EE | $602 | $3,241-81.4% | $2,498-75.9% | $4,762-87.4% |
| Participant deferral / active EE | $793 | $4,649-82.9% | $3,722-78.7% | $5,983-86.7% |
| Admin fee / account holder | $10,000 | $8,237+21.4% | $5,665+76.5% | $11,250-11.1% |