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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 | $6,608 | $97,125-93.2% | $86,233-92.3% | $137,256-95.2% |
| Participation rate | 40.0% | 74.2%-34.2pp | 69.0%-29.0pp | 80.0%-40.0pp |
| Annual return | 13.60% | 74.19%-60.6pp | 61.39%-47.8pp | 220.34%-206.7pp |
| Employer contribution / active EE | $838 | $2,841-70.5% | $2,504-66.5% | $4,156-79.8% |
| Participant deferral / active EE | $662 | $5,180-87.2% | $4,559-85.5% | $6,407-89.7% |
| Admin fee / account holder | $539 | $9,725-94.5% | $8,342-93.5% | $12,270-95.6% |