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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 | $24,371 | $88,585-72.5% | $69,884-65.1% | $134,532-81.9% |
| Participation rate | 38.1% | 74.9%-36.8pp | 70.5%-32.4pp | 81.2%-43.1pp |
| Annual return | 3.03% | 442.80%-439.8pp | 190.81%-187.8pp | 418.27%-415.2pp |
| Employer contribution / active EE | $383 | $3,235-88.2% | $2,560-85.0% | $4,741-91.9% |
| Participant deferral / active EE | $816 | $4,770-82.9% | $3,848-78.8% | $6,401-87.3% |
| Admin fee / account holder | $881 | $10,441-91.6% | $6,266-85.9% | $11,429-92.3% |