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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 | $6,913 | $96,419-92.8% | $80,648-91.4% | $139,487-95.0% |
| Participation rate | 25.0% | 73.6%-48.6pp | 67.0%-42.0pp | 80.3%-55.3pp |
| Annual return | 16.03% | 1352.86%-1336.8pp | 937.21%-921.2pp | 373.84%-357.8pp |
| Employer contribution / active EE | $744 | $3,261-77.2% | $2,724-72.7% | $4,755-84.4% |
| Participant deferral / active EE | $744 | $5,225-85.8% | $4,443-83.3% | $6,713-88.9% |
| Admin fee / account holder | $582 | $6,605-91.2% | $5,382-89.2% | $11,407-94.9% |