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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 | $21,704 | $110,801-80.4% | $86,615-74.9% | $167,536-87.0% |
| Participation rate | 34.8% | 75.8%-41.0pp | 71.6%-36.9pp | 82.1%-47.3pp |
| Annual return | 35.37% | 116.96%-81.6pp | 63.51%-28.1pp | 478.82%-443.5pp |
| Employer contribution / active EE | $313 | $3,245-90.3% | $2,496-87.4% | $4,839-93.5% |
| Participant deferral / active EE | $817 | $4,547-82.0% | $3,699-77.9% | $6,342-87.1% |
| Admin fee / account holder | $1,256 | $8,417-85.1% | $5,830-78.5% | $12,315-89.8% |