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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 | $94,439-85.9% | $73,658-82.0% | $154,746-91.4% |
| Participation rate | 9.5% | 64.7%-55.1pp | 57.0%-47.5pp | 80.7%-71.2pp |
| Annual return | 7.76% | 28.25%-20.5pp | 29.72%-22.0pp | 172.34%-164.6pp |
| Employer contribution / active EE | $57 | $1,257-95.5% | $1,032-94.5% | $4,379-98.7% |
| Participant deferral / active EE | $71 | $2,527-97.2% | $2,062-96.5% | $6,730-98.9% |
| Admin fee / account holder | $608 | $3,843-84.2% | $3,357-81.9% | $14,365-95.8% |