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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 | $70,121-84.7% | $63,803-83.2% | $138,895-92.3% |
| Participation rate | 36.8% | 77.2%-40.4pp | 72.7%-35.9pp | 79.9%-43.1pp |
| Annual return | 17.69% | 946.48%-928.8pp | 543.72%-526.0pp | 145.39%-127.7pp |
| Employer contribution / active EE | $462 | $2,882-84.0% | $2,532-81.7% | $4,194-89.0% |
| Participant deferral / active EE | $563 | $4,535-87.6% | $3,843-85.3% | $6,396-91.2% |
| Admin fee / account holder | $583 | $6,738-91.4% | $5,196-88.8% | $12,562-95.4% |