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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 | $6,792 | $102,595-93.4% | $94,057-92.8% | $154,746-95.6% |
| Participation rate | 60.0% | 76.0%-16.0pp | 73.3%-13.3pp | 80.7%-20.7pp |
| Annual return | 21.43% | 583.42%-562.0pp | 480.62%-459.2pp | 172.34%-150.9pp |
| Employer contribution / active EE | $881 | $3,147-72.0% | $2,933-70.0% | $4,379-79.9% |
| Participant deferral / active EE | $949 | $5,118-81.5% | $4,709-79.9% | $6,730-85.9% |
| Admin fee / account holder | $4,647 | $7,736-39.9% | $7,244-35.9% | $14,365-67.7% |