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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 | $9,970 | $76,368-86.9% | $67,681-85.3% | $154,746-93.6% |
| Participation rate | 53.3% | 79.0%-25.6pp | 73.7%-20.4pp | 80.7%-27.4pp |
| Annual return | 11.21% | 1066.77%-1055.6pp | 590.58%-579.4pp | 172.34%-161.1pp |
| Employer contribution / active EE | $688 | $3,151-78.2% | $2,678-74.3% | $4,379-84.3% |
| Participant deferral / active EE | $960 | $4,824-80.1% | $3,976-75.9% | $6,730-85.7% |
| Admin fee / account holder | $1,533 | $8,559-82.1% | $6,100-74.9% | $14,365-89.3% |