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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 | $72,465-90.4% | $67,575-89.7% | $145,884-95.3% |
| Participation rate | 52.4% | 76.9%-24.5pp | 72.9%-20.5pp | 80.3%-27.9pp |
| Annual return | 10.77% | 7222.56%-7211.8pp | 3528.98%-3518.2pp | 551.85%-541.1pp |
| Employer contribution / active EE | $1,260 | $3,074-59.0% | $2,736-54.0% | $4,662-73.0% |
| Participant deferral / active EE | $421 | $4,786-91.2% | $4,003-89.5% | $6,690-93.7% |
| Admin fee / account holder | $7,344 | $5,515+33.2% | $3,993+83.9% | $13,392-45.2% |