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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 | $32,607 | $103,008-68.3% | $90,304-63.9% | $152,897-78.7% |
| Participation rate | 33.3% | 75.9%-42.5pp | 73.3%-39.9pp | 82.5%-49.1pp |
| Annual return | 18.76% | 95.22%-76.5pp | 78.13%-59.4pp | 345.43%-326.7pp |
| Employer contribution / active EE | $170 | $3,139-94.6% | $2,855-94.1% | $4,764-96.4% |
| Participant deferral / active EE | $429 | $4,281-90.0% | $3,885-89.0% | $5,851-92.7% |
| Admin fee / account holder | $650 | $6,175-89.5% | $5,354-87.9% | $11,599-94.4% |