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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 | $6,929 | $72,426-90.4% | $67,560-89.7% | $145,897-95.3% |
| Participation rate | 52.4% | 76.9%-24.5pp | 72.9%-20.6pp | 80.3%-27.9pp |
| Annual return | 10.77% | 7226.78%-7216.0pp | 3533.50%-3522.7pp | 552.29%-541.5pp |
| Employer contribution / active EE | $1,260 | $3,074-59.0% | $2,737-54.0% | $4,663-73.0% |
| Participant deferral / active EE | $421 | $4,785-91.2% | $4,004-89.5% | $6,689-93.7% |
| Admin fee / account holder | $7,344 | $5,514+33.2% | $3,994+83.9% | $13,390-45.2% |