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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 | $20,839 | $100,911-79.3% | $90,440-77.0% | $158,966-86.9% |
| Participation rate | 45.5% | 75.0%-29.6pp | 72.7%-27.2pp | 82.0%-36.5pp |
| Annual return | 13.81% | 1726.62%-1712.8pp | 1294.38%-1280.6pp | 302.95%-289.1pp |
| Employer contribution / active EE | $305 | $3,690-91.7% | $3,263-90.6% | $4,762-93.6% |
| Participant deferral / active EE | $509 | $4,348-88.3% | $3,964-87.2% | $5,983-91.5% |
| Admin fee / account holder | $863 | $6,507-86.7% | $5,615-84.6% | $11,250-92.3% |