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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 | $7,607 | $76,368-90.0% | $67,681-88.8% | $154,746-95.1% |
| Participation rate | 60.0% | 79.0%-19.0pp | 73.7%-13.7pp | 80.7%-20.7pp |
| Annual return | 16.42% | 1066.77%-1050.4pp | 590.58%-574.2pp | 172.34%-155.9pp |
| Employer contribution / active EE | $636 | $3,151-79.8% | $2,678-76.3% | $4,379-85.5% |
| Participant deferral / active EE | $703 | $4,824-85.4% | $3,976-82.3% | $6,730-89.6% |
| Admin fee / account holder | $1,456 | $8,559-83.0% | $6,100-76.1% | $14,365-89.9% |