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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 | $9,283 | $90,489-89.7% | $76,051-87.8% | $145,978-93.6% |
| Participation rate | 16.7% | 74.5%-57.8pp | 69.1%-52.4pp | 80.3%-63.6pp |
| Annual return | 18.89% | 622.78%-603.9pp | 360.42%-341.5pp | 550.52%-531.6pp |
| Employer contribution / active EE | $578 | $3,319-82.6% | $2,690-78.5% | $4,662-87.6% |
| Participant deferral / active EE | $578 | $5,164-88.8% | $4,257-86.4% | $6,690-91.4% |
| Admin fee / account holder | $10,796 | $8,374+28.9% | $6,416+68.3% | $13,400-19.4% |