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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 | $6,338 | $88,815-92.9% | $81,882-92.3% | $145,897-95.7% |
| Participation rate | 60.0% | 75.1%-15.1pp | 72.4%-12.4pp | 80.3%-20.3pp |
| Annual return | 14.30% | 1033.75%-1019.4pp | 779.47%-765.2pp | 552.29%-538.0pp |
| Employer contribution / active EE | $587 | $3,086-81.0% | $2,916-79.9% | $4,663-87.4% |
| Participant deferral / active EE | $663 | $4,647-85.7% | $4,323-84.7% | $6,689-90.1% |
| Admin fee / account holder | $2,542 | $8,434-69.9% | $7,360-65.5% | $13,390-81.0% |