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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 | $6,038 | $70,121-91.4% | $63,803-90.5% | $138,895-95.7% |
| Participation rate | 38.1% | 77.2%-39.1pp | 72.7%-34.6pp | 79.9%-41.8pp |
| Annual return | 18.84% | 946.48%-927.6pp | 543.72%-524.9pp | 145.39%-126.6pp |
| Employer contribution / active EE | $434 | $2,882-84.9% | $2,532-82.9% | $4,194-89.6% |
| Participant deferral / active EE | $639 | $4,535-85.9% | $3,843-83.4% | $6,396-90.0% |
| Admin fee / account holder | $742 | $6,738-89.0% | $5,196-85.7% | $12,562-94.1% |