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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 | $9,359 | $72,071-87.0% | $68,368-86.3% | $137,256-93.2% |
| Participation rate | 40.0% | 76.2%-36.2pp | 73.8%-33.8pp | 80.0%-40.0pp |
| Annual return | 13.98% | 353.14%-339.2pp | 292.57%-278.6pp | 220.34%-206.4pp |
| Employer contribution / active EE | $405 | $2,788-85.5% | $2,649-84.7% | $4,156-90.2% |
| Participant deferral / active EE | $588 | $4,410-86.7% | $4,123-85.7% | $6,407-90.8% |
| Admin fee / account holder | $2,225 | $5,336-58.3% | $5,150-56.8% | $12,270-81.9% |