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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 | $43,599 | $102,595-57.5% | $94,057-53.6% | $154,746-71.8% |
| Participation rate | 8.3% | 76.0%-67.7pp | 73.3%-65.0pp | 80.7%-72.4pp |
| Annual return | 14.41% | 583.42%-569.0pp | 480.62%-466.2pp | 172.34%-157.9pp |
| Employer contribution / active EE | $331 | $3,147-89.5% | $2,933-88.7% | $4,379-92.4% |
| Participant deferral / active EE | $552 | $5,118-89.2% | $4,709-88.3% | $6,730-91.8% |
| Admin fee / account holder | $568 | $7,736-92.7% | $7,244-92.2% | $14,365-96.0% |