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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 | $78,160 | $102,595-23.8% | $94,057-16.9% | $154,746-49.5% |
| Participation rate | 10.0% | 76.0%-66.0pp | 73.3%-63.3pp | 80.7%-70.7pp |
| Annual return | 22.21% | 583.42%-561.2pp | 480.62%-458.4pp | 172.34%-150.1pp |
| Employer contribution / active EE | $479 | $3,147-84.8% | $2,933-83.7% | $4,379-89.1% |
| Participant deferral / active EE | $599 | $5,118-88.3% | $4,709-87.3% | $6,730-91.1% |
| Admin fee / account holder | $353 | $7,736-95.4% | $7,244-95.1% | $14,365-97.5% |