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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 | $22,091 | $65,423-66.2% | $98,477-77.6% | $85,856-74.3% |
| Participation rate | 25.0% | 65.0%-40.0pp | 73.3%-48.3pp | 69.3%-44.3pp |
| Annual return | 32.93% | 21.76%+11.2pp | 1493.59%-1460.7pp | 318.58%-285.7pp |
| Employer contribution / active EE | $459 | $2,168-78.8% | $2,961-84.5% | $2,565-82.1% |
| Participant deferral / active EE | $339 | $3,167-89.3% | $4,276-92.1% | $3,952-91.4% |
| Admin fee / account holder | $857 | $4,594-81.3% | $5,951-85.6% | $6,261-86.3% |