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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 | $10,293 | $88,702-88.4% | $81,780-87.4% | $145,978-92.9% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 10.39% | 1029.12%-1018.7pp | 776.27%-765.9pp | 550.52%-540.1pp |
| Employer contribution / active EE | $706 | $3,084-77.1% | $2,914-75.8% | $4,662-84.9% |
| Participant deferral / active EE | $471 | $4,645-89.9% | $4,321-89.1% | $6,690-93.0% |
| Admin fee / account holder | $4,944 | $8,414-41.2% | $7,384-33.0% | $13,400-63.1% |