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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 | $20,597 | $102,595-79.9% | $94,057-78.1% | $154,746-86.7% |
| Participation rate | 35.3% | 76.0%-40.7pp | 73.3%-38.0pp | 80.7%-45.4pp |
| Annual return | 15.17% | 583.42%-568.2pp | 480.62%-465.4pp | 172.34%-157.2pp |
| Employer contribution / active EE | $528 | $3,147-83.2% | $2,933-82.0% | $4,379-87.9% |
| Participant deferral / active EE | $995 | $5,118-80.6% | $4,709-78.9% | $6,730-85.2% |
| Admin fee / account holder | $491 | $7,736-93.7% | $7,244-93.2% | $14,365-96.6% |