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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 | $3,142 | $72,071-95.6% | $68,368-95.4% | $137,256-97.7% |
| Participation rate | 46.2% | 76.2%-30.1pp | 73.8%-27.6pp | 80.0%-33.8pp |
| Annual return | 19.83% | 353.14%-333.3pp | 292.57%-272.7pp | 220.34%-200.5pp |
| Employer contribution / active EE | $705 | $2,788-74.7% | $2,649-73.4% | $4,156-83.0% |
| Participant deferral / active EE | $513 | $4,410-88.4% | $4,123-87.6% | $6,407-92.0% |
| Admin fee / account holder | $445 | $5,336-91.7% | $5,150-91.4% | $12,270-96.4% |