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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 | $99,053-90.2% | $88,179-89.0% | $138,895-93.0% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.1%-19.1pp | 79.9%-29.9pp |
| Annual return | 74.96% | 78.17%-3.2pp | 64.97%+10.0pp | 145.39%-70.4pp |
| Employer contribution / active EE | $330 | $2,882-88.5% | $2,549-87.1% | $4,194-92.1% |
| Participant deferral / active EE | $825 | $5,225-84.2% | $4,614-82.1% | $6,396-87.1% |
| Admin fee / account holder | $6,402 | $8,748-26.8% | $7,673-16.6% | $12,562-49.0% |