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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 | $19,927 | $73,518-72.9% | $63,003-68.4% | $147,585-86.5% |
| Participation rate | 40.0% | 77.9%-37.9pp | 74.8%-34.8pp | 82.8%-42.8pp |
| Annual return | 13.42% | 175.46%-162.0pp | 87.59%-74.2pp | 578.57%-565.2pp |
| Employer contribution / active EE | $394 | $3,322-88.1% | $2,760-85.7% | $4,876-91.9% |
| Participant deferral / active EE | $428 | $4,183-89.8% | $3,329-87.1% | $5,439-92.1% |
| Admin fee / account holder | $1,925 | $5,952-67.7% | $3,600-46.5% | $10,885-82.3% |