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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 | $10,828 | $100,895-89.3% | $90,430-88.0% | $158,950-93.2% |
| Participation rate | 26.7% | 75.0%-48.4pp | 72.7%-46.0pp | 82.0%-55.3pp |
| Annual return | 22.04% | 1725.54%-1703.5pp | 1293.73%-1271.7pp | 302.91%-280.9pp |
| Employer contribution / active EE | $651 | $3,689-82.4% | $3,262-80.1% | $4,762-86.3% |
| Participant deferral / active EE | $601 | $4,347-86.2% | $3,963-84.8% | $5,983-90.0% |
| Admin fee / account holder | $1,890 | $6,505-70.9% | $5,613-66.3% | $11,248-83.2% |