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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 | $9,283 | $85,060-89.1% | $70,548-86.8% | $139,456-93.3% |
| Participation rate | 40.0% | 73.9%-33.9pp | 68.3%-28.3pp | 80.3%-40.3pp |
| Annual return | 25.86% | 30.38%-4.5pp | 32.78%-6.9pp | 373.45%-347.6pp |
| Employer contribution / active EE | $690 | $3,911-82.4% | $2,975-76.8% | $4,753-85.5% |
| Participant deferral / active EE | $954 | $5,890-83.8% | $4,567-79.1% | $6,711-85.8% |
| Admin fee / account holder | $1,787 | $8,925-80.0% | $6,424-72.2% | $11,407-84.3% |