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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 | $25,869 | $102,595-74.8% | $94,057-72.5% | $154,746-83.3% |
| Participation rate | 28.6% | 76.0%-47.4pp | 73.3%-44.8pp | 80.7%-52.1pp |
| Annual return | 16.93% | 583.42%-566.5pp | 480.62%-463.7pp | 172.34%-155.4pp |
| Employer contribution / active EE | $369 | $3,147-88.3% | $2,933-87.4% | $4,379-91.6% |
| Participant deferral / active EE | $954 | $5,118-81.4% | $4,709-79.7% | $6,730-85.8% |
| Admin fee / account holder | $752 | $7,736-90.3% | $7,244-89.6% | $14,365-94.8% |