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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 | $8,413 | $61,125-86.2% | $94,057-91.1% | $87,485-90.4% |
| Participation rate | 33.3% | 64.1%-30.7pp | 73.3%-40.0pp | 68.9%-35.6pp |
| Annual return | 13.39% | 35.20%-21.8pp | 480.62%-467.2pp | 26.06%-12.7pp |
| Employer contribution / active EE | $363 | $2,136-83.0% | $2,933-87.6% | $2,596-86.0% |
| Participant deferral / active EE | $494 | $3,260-84.9% | $4,709-89.5% | $4,274-88.4% |
| Admin fee / account holder | $906 | $5,629-83.9% | $7,244-87.5% | $7,775-88.3% |