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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 | $5,194 | $99,380-94.8% | $90,312-94.2% | $155,188-96.7% |
| Participation rate | 33.3% | 77.3%-44.0pp | 72.9%-39.6pp | 80.8%-47.5pp |
| Annual return | 17.96% | 19.35%-1.4pp | 18.90%-0.9pp | 148.84%-130.9pp |
| Employer contribution / active EE | $310 | $2,390-87.0% | $2,243-86.2% | $4,248-92.7% |
| Participant deferral / active EE | $576 | $4,212-86.3% | $3,749-84.6% | $6,531-91.2% |
| Admin fee / account holder | $997 | $9,766-89.8% | $8,248-87.9% | $14,480-93.1% |