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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 | $7,933 | $72,403-89.0% | $67,524-88.3% | $145,978-94.6% |
| Participation rate | 42.9% | 76.9%-34.0pp | 72.9%-30.0pp | 80.3%-37.4pp |
| Annual return | 13.63% | 7197.23%-7183.6pp | 3519.41%-3505.8pp | 550.52%-536.9pp |
| Employer contribution / active EE | $1,305 | $3,072-57.5% | $2,734-52.3% | $4,662-72.0% |
| Participant deferral / active EE | $565 | $4,782-88.2% | $4,001-85.9% | $6,690-91.6% |
| Admin fee / account holder | $770 | $5,541-86.1% | $4,001-80.7% | $13,400-94.3% |