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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 | $25,273 | $102,595-75.4% | $94,057-73.1% | $154,746-83.7% |
| Participation rate | 28.6% | 76.0%-47.4pp | 73.3%-44.8pp | 80.7%-52.1pp |
| Annual return | 13.28% | 583.42%-570.1pp | 480.62%-467.3pp | 172.34%-159.1pp |
| Employer contribution / active EE | $658 | $3,147-79.1% | $2,933-77.6% | $4,379-85.0% |
| Participant deferral / active EE | $747 | $5,118-85.4% | $4,709-84.1% | $6,730-88.9% |
| Admin fee / account holder | $1,734 | $7,736-77.6% | $7,244-76.1% | $14,365-87.9% |