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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 | $9,217 | $53,063-82.6% | $124,206-92.6% | $82,637-88.8% |
| Participation rate | 35.7% | 58.4%-22.7pp | 69.6%-33.9pp | 68.1%-32.3pp |
| Annual return | 18.83% | 68.87%-50.0pp | 515.27%-496.4pp | 53.51%-34.7pp |
| Employer contribution / active EE | $310 | $1,530-79.7% | $3,540-91.2% | $2,552-87.9% |
| Participant deferral / active EE | $488 | $2,644-81.5% | $3,968-87.7% | $4,126-88.2% |
| Admin fee / account holder | $2,989 | $4,281-30.2% | $5,929-49.6% | $7,339-59.3% |