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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 | $8,789 | $100,139-91.2% | $85,187-89.7% | $145,884-94.0% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.9pp | 80.3%-13.6pp |
| Annual return | 23.16% | 84.15%-61.0pp | 66.67%-43.5pp | 551.85%-528.7pp |
| Employer contribution / active EE | $463 | $3,238-85.7% | $2,732-83.1% | $4,662-90.1% |
| Participant deferral / active EE | $525 | $5,296-90.1% | $4,525-88.4% | $6,690-92.2% |
| Admin fee / account holder | $444 | $7,262-93.9% | $6,162-92.8% | $13,392-96.7% |