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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 | $10,149 | $68,097-85.1% | $62,929-83.9% | $137,256-92.6% |
| Participation rate | 50.0% | 77.4%-27.4pp | 73.1%-23.1pp | 80.0%-30.0pp |
| Annual return | 17.62% | 1859.11%-1841.5pp | 1063.93%-1046.3pp | 220.34%-202.7pp |
| Employer contribution / active EE | $780 | $2,811-72.3% | $2,505-68.9% | $4,156-81.2% |
| Participant deferral / active EE | $790 | $4,553-82.6% | $3,888-79.7% | $6,407-87.7% |
| Admin fee / account holder | $2,688 | $6,521-58.8% | $5,065-46.9% | $12,270-78.1% |