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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 | $29,906 | $96,678-69.1% | $86,640-65.5% | $139,466-78.6% |
| Participation rate | 28.6% | 74.4%-45.8pp | 71.7%-43.1pp | 80.3%-51.8pp |
| Annual return | 13.25% | 106.69%-93.4pp | 592.52%-579.3pp | 373.66%-360.4pp |
| Employer contribution / active EE | $342 | $3,265-89.5% | $3,024-88.7% | $4,754-92.8% |
| Participant deferral / active EE | $621 | $4,837-87.2% | $4,438-86.0% | $6,712-90.7% |
| Admin fee / account holder | $342 | $6,410-94.7% | $5,616-93.9% | $11,409-97.0% |