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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 | $44,922 | $103,000-56.4% | $90,300-50.3% | $152,885-70.6% |
| Participation rate | 29.2% | 75.9%-46.7pp | 73.3%-44.1pp | 82.5%-53.3pp |
| Annual return | 21.09% | 95.19%-74.1pp | 78.11%-57.0pp | 345.39%-324.3pp |
| Employer contribution / active EE | $479 | $3,138-84.7% | $2,854-83.2% | $4,763-89.9% |
| Participant deferral / active EE | $740 | $4,281-82.7% | $3,884-80.9% | $5,851-87.3% |
| Admin fee / account holder | $374 | $6,173-93.9% | $5,353-93.0% | $11,598-96.8% |