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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 | $88,778-88.4% | $81,844-87.4% | $145,884-92.9% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 10.39% | 1033.03%-1022.6pp | 778.87%-768.5pp | 551.85%-541.5pp |
| Employer contribution / active EE | $706 | $3,087-77.1% | $2,916-75.8% | $4,662-84.9% |
| Participant deferral / active EE | $471 | $4,648-89.9% | $4,323-89.1% | $6,690-93.0% |
| Admin fee / account holder | $4,944 | $8,430-41.3% | $7,355-32.8% | $13,392-63.1% |