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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 | $30,845 | $100,938-69.4% | $90,461-65.9% | $158,982-80.6% |
| Participation rate | 44.4% | 75.0%-30.6pp | 72.7%-28.2pp | 82.0%-37.5pp |
| Annual return | 10.20% | 1727.20%-1717.0pp | 1294.76%-1284.6pp | 302.99%-292.8pp |
| Employer contribution / active EE | $1,529 | $3,691-58.6% | $3,264-53.2% | $4,763-67.9% |
| Participant deferral / active EE | $610 | $4,350-86.0% | $3,964-84.6% | $5,983-89.8% |
| Admin fee / account holder | $1,046 | $6,510-83.9% | $5,617-81.4% | $11,252-90.7% |