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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 | $8,921 | $72,071-87.6% | $68,368-87.0% | $137,256-93.5% |
| Participation rate | 35.0% | 76.2%-41.2pp | 73.8%-38.8pp | 80.0%-45.0pp |
| Annual return | 13.39% | 353.14%-339.8pp | 292.57%-279.2pp | 220.34%-206.9pp |
| Employer contribution / active EE | $474 | $2,788-83.0% | $2,649-82.1% | $4,156-88.6% |
| Participant deferral / active EE | $544 | $4,410-87.7% | $4,123-86.8% | $6,407-91.5% |
| Admin fee / account holder | $3,915 | $5,336-26.6% | $5,150-24.0% | $12,270-68.1% |