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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 | $19,477 | $73,518-73.5% | $63,005-69.1% | $147,585-86.8% |
| Participation rate | 57.1% | 77.9%-20.7pp | 74.8%-17.7pp | 82.8%-25.7pp |
| Annual return | 12.55% | 175.46%-162.9pp | 87.59%-75.0pp | 578.58%-566.0pp |
| Employer contribution / active EE | $483 | $3,322-85.5% | $2,760-82.5% | $4,876-90.1% |
| Participant deferral / active EE | $130 | $4,183-96.9% | $3,329-96.1% | $5,439-97.6% |
| Admin fee / account holder | $890 | $5,952-85.1% | $3,599-75.3% | $10,886-91.8% |