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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 | $7,759 | $102,595-92.4% | $94,057-91.8% | $154,746-95.0% |
| Participation rate | 20.0% | 76.0%-56.0pp | 73.3%-53.3pp | 80.7%-60.7pp |
| Annual return | 26.01% | 583.42%-557.4pp | 480.62%-454.6pp | 172.34%-146.3pp |
| Employer contribution / active EE | $516 | $3,147-83.6% | $2,933-82.4% | $4,379-88.2% |
| Participant deferral / active EE | $1,032 | $5,118-79.8% | $4,709-78.1% | $6,730-84.7% |
| Admin fee / account holder | $1,411 | $7,736-81.8% | $7,244-80.5% | $14,365-90.2% |