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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 | $6,888 | $88,702-92.2% | $81,780-91.6% | $145,978-95.3% |
| Participation rate | 27.3% | 75.0%-47.8pp | 72.4%-45.1pp | 80.3%-53.0pp |
| Annual return | 13.70% | 1029.12%-1015.4pp | 776.27%-762.6pp | 550.52%-536.8pp |
| Employer contribution / active EE | $344 | $3,084-88.9% | $2,914-88.2% | $4,662-92.6% |
| Participant deferral / active EE | $400 | $4,645-91.4% | $4,321-90.7% | $6,690-94.0% |
| Admin fee / account holder | $1,458 | $8,414-82.7% | $7,384-80.2% | $13,400-89.1% |