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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 | $10,729 | $68,097-84.2% | $62,929-83.0% | $137,256-92.2% |
| Participation rate | 36.8% | 77.4%-40.6pp | 73.1%-36.3pp | 80.0%-43.1pp |
| Annual return | 17.69% | 1859.11%-1841.4pp | 1063.93%-1046.2pp | 220.34%-202.7pp |
| Employer contribution / active EE | $462 | $2,811-83.6% | $2,505-81.5% | $4,156-88.9% |
| Participant deferral / active EE | $563 | $4,553-87.6% | $3,888-85.5% | $6,407-91.2% |
| Admin fee / account holder | $583 | $6,521-91.1% | $5,065-88.5% | $12,270-95.3% |