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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 | $9,952 | $100,073-90.1% | $85,126-88.3% | $145,877-93.2% |
| Participation rate | 57.1% | 74.1%-17.0pp | 67.5%-10.4pp | 80.3%-23.2pp |
| Annual return | 10.21% | 84.11%-73.9pp | 66.63%-56.4pp | 551.28%-541.1pp |
| Employer contribution / active EE | $642 | $3,236-80.2% | $2,731-76.5% | $4,663-86.2% |
| Participant deferral / active EE | $791 | $5,294-85.1% | $4,523-82.5% | $6,691-88.2% |
| Admin fee / account holder | $1,777 | $7,261-75.5% | $6,160-71.1% | $13,402-86.7% |