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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 | $26,157 | $73,518-64.4% | $63,003-58.5% | $147,585-82.3% |
| Participation rate | 33.3% | 77.9%-44.5pp | 74.8%-41.5pp | 82.8%-49.5pp |
| Annual return | 13.01% | 175.46%-162.5pp | 87.59%-74.6pp | 578.57%-565.6pp |
| Employer contribution / active EE | $719 | $3,322-78.4% | $2,760-74.0% | $4,876-85.3% |
| Participant deferral / active EE | $719 | $4,183-82.8% | $3,329-78.4% | $5,439-86.8% |
| Admin fee / account holder | $386 | $5,952-93.5% | $3,600-89.3% | $10,885-96.5% |