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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 | $37,891 | $95,979-60.5% | $74,551-49.2% | $135,380-72.0% |
| Participation rate | 14.3% | 75.7%-61.4pp | 69.1%-54.9pp | 82.6%-68.4pp |
| Annual return | 1.03% | 56.97%-55.9pp | 32.53%-31.5pp | 519.81%-518.8pp |
| Employer contribution / active EE | $414 | $2,716-84.8% | $1,961-78.9% | $4,779-91.3% |
| Participant deferral / active EE | $555 | $3,844-85.6% | $3,108-82.1% | $5,609-90.1% |
| Admin fee / account holder | $914 | $6,522-86.0% | $5,059-81.9% | $10,828-91.6% |