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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 | $96,643-69.1% | $86,617-65.5% | $139,456-78.6% |
| Participation rate | 28.6% | 74.4%-45.8pp | 71.7%-43.1pp | 80.3%-51.8pp |
| Annual return | 13.25% | 106.57%-93.3pp | 591.91%-578.7pp | 373.45%-360.2pp |
| Employer contribution / active EE | $342 | $3,264-89.5% | $3,023-88.7% | $4,753-92.8% |
| Participant deferral / active EE | $621 | $4,835-87.2% | $4,437-86.0% | $6,711-90.7% |
| Admin fee / account holder | $342 | $6,406-94.7% | $5,613-93.9% | $11,407-97.0% |