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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 | $100,911-89.3% | $90,440-88.0% | $158,966-93.2% |
| Participation rate | 26.7% | 75.0%-48.4pp | 72.7%-46.0pp | 82.0%-55.3pp |
| Annual return | 22.04% | 1726.62%-1704.6pp | 1294.38%-1272.3pp | 302.95%-280.9pp |
| Employer contribution / active EE | $651 | $3,690-82.4% | $3,263-80.1% | $4,762-86.3% |
| Participant deferral / active EE | $601 | $4,348-86.2% | $3,964-84.8% | $5,983-90.0% |
| Admin fee / account holder | $1,890 | $6,507-71.0% | $5,615-66.3% | $11,250-83.2% |