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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 | $7,955 | $107,809-92.6% | $97,032-91.8% | $155,188-94.9% |
| Participation rate | 22.2% | 75.5%-53.3pp | 71.6%-49.3pp | 80.8%-58.6pp |
| Annual return | 7.67% | 38.06%-30.4pp | 35.38%-27.7pp | 148.84%-141.2pp |
| Employer contribution / active EE | $175 | $2,911-94.0% | $2,629-93.4% | $4,248-95.9% |
| Participant deferral / active EE | $436 | $5,129-91.5% | $4,672-90.7% | $6,531-93.3% |
| Admin fee / account holder | $8,378 | $10,717-21.8% | $9,418-11.0% | $14,480-42.1% |