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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 | $15,403 | $88,815-82.7% | $81,882-81.2% | $145,897-89.4% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 11.19% | 1033.75%-1022.6pp | 779.47%-768.3pp | 552.29%-541.1pp |
| Employer contribution / active EE | $659 | $3,086-78.6% | $2,916-77.4% | $4,663-85.9% |
| Participant deferral / active EE | $659 | $4,647-85.8% | $4,323-84.8% | $6,689-90.1% |
| Admin fee / account holder | $4,720 | $8,434-44.0% | $7,360-35.9% | $13,390-64.8% |