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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 | $12,571 | $102,595-87.7% | $94,057-86.6% | $154,746-91.9% |
| Participation rate | 42.9% | 76.0%-33.1pp | 73.3%-30.5pp | 80.7%-37.8pp |
| Annual return | 11.29% | 583.42%-572.1pp | 480.62%-469.3pp | 172.34%-161.0pp |
| Employer contribution / active EE | $432 | $3,147-86.3% | $2,933-85.3% | $4,379-90.1% |
| Participant deferral / active EE | $975 | $5,118-80.9% | $4,709-79.3% | $6,730-85.5% |
| Admin fee / account holder | $7,298 | $7,736-5.7% | $7,244+0.7% | $14,365-49.2% |