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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 | $7,724 | $68,097-88.7% | $62,929-87.7% | $137,256-94.4% |
| Participation rate | 50.0% | 77.4%-27.4pp | 73.1%-23.1pp | 80.0%-30.0pp |
| Annual return | 22.85% | 1859.11%-1836.3pp | 1063.93%-1041.1pp | 220.34%-197.5pp |
| Employer contribution / active EE | $490 | $2,811-82.6% | $2,505-80.4% | $4,156-88.2% |
| Participant deferral / active EE | $594 | $4,553-86.9% | $3,888-84.7% | $6,407-90.7% |
| Admin fee / account holder | $1,107 | $6,521-83.0% | $5,065-78.2% | $12,270-91.0% |