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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 | $31,250 | $102,595-69.5% | $94,057-66.8% | $154,746-79.8% |
| Participation rate | 23.1% | 76.0%-52.9pp | 73.3%-50.3pp | 80.7%-57.6pp |
| Annual return | 14.06% | 583.42%-569.4pp | 480.62%-466.6pp | 172.34%-158.3pp |
| Employer contribution / active EE | $519 | $3,147-83.5% | $2,933-82.3% | $4,379-88.1% |
| Participant deferral / active EE | $776 | $5,118-84.8% | $4,709-83.5% | $6,730-88.5% |
| Admin fee / account holder | $449 | $7,736-94.2% | $7,244-93.8% | $14,365-96.9% |