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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 | $4,243 | $102,938-95.9% | $94,105-95.5% | $138,895-96.9% |
| Participation rate | 50.0% | 74.6%-24.6pp | 71.9%-21.9pp | 79.9%-29.9pp |
| Annual return | 11.06% | 250.28%-239.2pp | 204.55%-193.5pp | 145.39%-134.3pp |
| Employer contribution / active EE | $587 | $2,732-78.5% | $2,504-76.6% | $4,194-86.0% |
| Participant deferral / active EE | $587 | $4,196-86.0% | $3,881-84.9% | $6,396-90.8% |
| Admin fee / account holder | $10,735 | $6,600+62.7% | $6,199+73.2% | $12,562-14.5% |