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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 | $10,653 | $109,872-90.3% | $98,483-89.2% | $167,536-93.6% |
| Participation rate | 50.0% | 75.8%-25.8pp | 73.3%-23.3pp | 82.1%-32.1pp |
| Annual return | 13.71% | 1959.31%-1945.6pp | 1494.38%-1480.7pp | 478.82%-465.1pp |
| Employer contribution / active EE | $409 | $3,225-87.3% | $2,961-86.2% | $4,839-91.5% |
| Participant deferral / active EE | $675 | $4,673-85.6% | $4,276-84.2% | $6,342-89.4% |
| Admin fee / account holder | $11,630 | $6,757+72.1% | $5,953+95.4% | $12,315-5.6% |