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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 | $31,927 | $180,749-82.3% | $160,784-80.1% | $137,256-76.7% |
| Participation rate | 40.0% | 80.0%-40.0pp | 77.0%-37.0pp | 80.0%-40.0pp |
| Annual return | 19.49% | 2234.46%-2215.0pp | 1803.92%-1784.4pp | 220.34%-200.8pp |
| Employer contribution / active EE | $610 | $4,155-85.3% | $3,733-83.6% | $4,156-85.3% |
| Participant deferral / active EE | $698 | $6,844-89.8% | $6,293-88.9% | $6,407-89.1% |
| Admin fee / account holder | $368 | $10,397-96.5% | $9,717-96.2% | $12,270-97.0% |