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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 | $15,023 | $88,815-83.1% | $81,882-81.7% | $145,897-89.7% |
| Participation rate | 33.3% | 75.1%-41.7pp | 72.4%-39.1pp | 80.3%-47.0pp |
| Annual return | 22.95% | 1033.75%-1010.8pp | 779.47%-756.5pp | 552.29%-529.3pp |
| Employer contribution / active EE | $416 | $3,086-86.5% | $2,916-85.7% | $4,663-91.1% |
| Participant deferral / active EE | $600 | $4,647-87.1% | $4,323-86.1% | $6,689-91.0% |
| Admin fee / account holder | $435 | $8,434-94.8% | $7,360-94.1% | $13,390-96.7% |