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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 | $6,601 | $96,388-93.2% | $80,627-91.8% | $139,466-95.3% |
| Participation rate | 40.0% | 73.6%-33.6pp | 67.0%-27.0pp | 80.3%-40.3pp |
| Annual return | 13.25% | 1352.08%-1338.8pp | 936.76%-923.5pp | 373.66%-360.4pp |
| Employer contribution / active EE | $500 | $3,260-84.7% | $2,723-81.6% | $4,754-89.5% |
| Participant deferral / active EE | $624 | $5,224-88.0% | $4,443-85.9% | $6,712-90.7% |
| Admin fee / account holder | $2,450 | $6,603-62.9% | $5,381-54.5% | $11,409-78.5% |