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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 | $6,766 | $100,203-93.2% | $85,240-92.1% | $145,897-95.4% |
| Participation rate | 23.8% | 74.1%-50.3pp | 67.5%-43.7pp | 80.3%-56.5pp |
| Annual return | 13.03% | 84.28%-71.3pp | 66.75%-53.7pp | 552.29%-539.3pp |
| Employer contribution / active EE | $524 | $3,242-83.8% | $2,735-80.8% | $4,663-88.8% |
| Participant deferral / active EE | $720 | $5,299-86.4% | $4,527-84.1% | $6,689-89.2% |
| Admin fee / account holder | $702 | $7,265-90.3% | $6,165-88.6% | $13,390-94.8% |