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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 | $9,659 | $107,809-91.0% | $97,032-90.0% | $155,188-93.8% |
| Participation rate | 50.0% | 75.5%-25.5pp | 71.6%-21.6pp | 80.8%-30.8pp |
| Annual return | 74.96% | 38.06%+36.9pp | 35.38%+39.6pp | 148.84%-73.9pp |
| Employer contribution / active EE | $330 | $2,911-88.7% | $2,629-87.4% | $4,248-92.2% |
| Participant deferral / active EE | $825 | $5,129-83.9% | $4,672-82.3% | $6,531-87.4% |
| Admin fee / account holder | $6,402 | $10,717-40.3% | $9,418-32.0% | $14,480-55.8% |