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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 | $8,345 | $99,053-91.6% | $88,179-90.5% | $138,895-94.0% |
| Participation rate | 21.4% | 74.2%-52.8pp | 69.1%-47.7pp | 79.9%-58.5pp |
| Annual return | 22.37% | 78.17%-55.8pp | 64.97%-42.6pp | 145.39%-123.0pp |
| Employer contribution / active EE | $361 | $2,882-87.5% | $2,549-85.8% | $4,194-91.4% |
| Participant deferral / active EE | $499 | $5,225-90.4% | $4,614-89.2% | $6,396-92.2% |
| Admin fee / account holder | $4,016 | $8,748-54.1% | $7,673-47.7% | $12,562-68.0% |