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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 | $20,205 | $106,008-80.9% | $92,240-78.1% | $147,586-86.3% |
| Participation rate | 47.4% | 80.4%-33.0pp | 76.5%-29.1pp | 82.8%-35.5pp |
| Annual return | 14.02% | 50.05%-36.0pp | 176.29%-162.3pp | 578.59%-564.6pp |
| Employer contribution / active EE | $809 | $4,333-81.3% | $3,680-78.0% | $4,876-83.4% |
| Participant deferral / active EE | $983 | $4,478-78.1% | $3,897-74.8% | $5,439-81.9% |
| Admin fee / account holder | $398 | $6,333-93.7% | $5,194-92.3% | $10,886-96.3% |