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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 | $13,280 | $67,823-80.4% | $52,425-74.7% | $137,256-90.3% |
| Participation rate | 9.5% | 63.9%-54.4pp | 55.6%-46.1pp | 80.0%-70.4pp |
| Annual return | 7.76% | 219.11%-211.4pp | 302.12%-294.4pp | 220.34%-212.6pp |
| Employer contribution / active EE | $57 | $1,163-95.1% | $914-93.8% | $4,156-98.6% |
| Participant deferral / active EE | $71 | $2,288-96.9% | $1,790-96.0% | $6,407-98.9% |
| Admin fee / account holder | $608 | $2,844-78.6% | $2,495-75.6% | $12,270-95.0% |