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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 | $7,714 | $102,595-92.5% | $94,057-91.8% | $154,746-95.0% |
| Participation rate | 54.5% | 76.0%-21.4pp | 73.3%-18.8pp | 80.7%-26.2pp |
| Annual return | 18.32% | 583.42%-565.1pp | 480.62%-462.3pp | 172.34%-154.0pp |
| Employer contribution / active EE | $763 | $3,147-75.8% | $2,933-74.0% | $4,379-82.6% |
| Participant deferral / active EE | $974 | $5,118-81.0% | $4,709-79.3% | $6,730-85.5% |
| Admin fee / account holder | $1,111 | $7,736-85.6% | $7,244-84.7% | $14,365-92.3% |