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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 | $4,303 | $88,815-95.2% | $81,882-94.7% | $145,897-97.1% |
| Participation rate | 43.8% | 75.1%-31.3pp | 72.4%-28.6pp | 80.3%-36.6pp |
| Annual return | 20.77% | 1033.75%-1013.0pp | 779.47%-758.7pp | 552.29%-531.5pp |
| Employer contribution / active EE | $364 | $3,086-88.2% | $2,916-87.5% | $4,663-92.2% |
| Participant deferral / active EE | $616 | $4,647-86.8% | $4,323-85.8% | $6,689-90.8% |
| Admin fee / account holder | $692 | $8,434-91.8% | $7,360-90.6% | $13,390-94.8% |