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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 | $9,488 | $87,166-89.1% | $76,735-87.6% | $137,256-93.1% |
| Participation rate | 20.0% | 74.4%-54.4pp | 69.5%-49.5pp | 80.0%-60.0pp |
| Annual return | 18.75% | 26.50%-7.7pp | 29.77%-11.0pp | 220.34%-201.6pp |
| Employer contribution / active EE | $501 | $2,904-82.7% | $2,454-79.6% | $4,156-87.9% |
| Participant deferral / active EE | $864 | $4,726-81.7% | $4,088-78.9% | $6,407-86.5% |
| Admin fee / account holder | $9,977 | $8,403+18.7% | $7,189+38.8% | $12,270-18.7% |