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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 | $7,835 | $72,071-89.1% | $68,368-88.5% | $137,256-94.3% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.0%-30.0pp |
| Annual return | 16.35% | 353.14%-336.8pp | 292.57%-276.2pp | 220.34%-204.0pp |
| Employer contribution / active EE | $717 | $2,788-74.3% | $2,649-72.9% | $4,156-82.7% |
| Participant deferral / active EE | $519 | $4,410-88.2% | $4,123-87.4% | $6,407-91.9% |
| Admin fee / account holder | $2,120 | $5,336-60.3% | $5,150-58.8% | $12,270-82.7% |