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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 | $8,828 | $100,139-91.2% | $85,187-89.6% | $145,884-93.9% |
| Participation rate | 31.8% | 74.1%-42.3pp | 67.5%-35.7pp | 80.3%-48.5pp |
| Annual return | 16.17% | 84.15%-68.0pp | 66.67%-50.5pp | 551.85%-535.7pp |
| Employer contribution / active EE | $565 | $3,238-82.6% | $2,732-79.3% | $4,662-87.9% |
| Participant deferral / active EE | $827 | $5,296-84.4% | $4,525-81.7% | $6,690-87.6% |
| Admin fee / account holder | $361 | $7,262-95.0% | $6,162-94.1% | $13,392-97.3% |