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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 | $27,356 | $102,595-73.3% | $94,057-70.9% | $154,746-82.3% |
| Participation rate | 33.3% | 76.0%-42.7pp | 73.3%-40.0pp | 80.7%-47.4pp |
| Annual return | 16.62% | 583.42%-566.8pp | 480.62%-464.0pp | 172.34%-155.7pp |
| Employer contribution / active EE | $367 | $3,147-88.4% | $2,933-87.5% | $4,379-91.6% |
| Participant deferral / active EE | $916 | $5,118-82.1% | $4,709-80.5% | $6,730-86.4% |
| Admin fee / account holder | $791 | $7,736-89.8% | $7,244-89.1% | $14,365-94.5% |