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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 | $27,317 | $104,544-73.9% | $76,657-64.4% | $152,897-82.1% |
| Participation rate | 63.6% | 76.6%-13.0pp | 72.1%-8.5pp | 82.5%-18.8pp |
| Annual return | 15.61% | 1014.36%-998.8pp | 1166.74%-1151.1pp | 345.43%-329.8pp |
| Employer contribution / active EE | $629 | $3,118-79.8% | $2,303-72.7% | $4,764-86.8% |
| Participant deferral / active EE | $629 | $4,236-85.2% | $3,335-81.2% | $5,851-89.3% |
| Admin fee / account holder | $1,019 | $12,286-91.7% | $6,423-84.1% | $11,599-91.2% |