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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 | $16,753 | $104,577-84.0% | $76,667-78.1% | $152,909-89.0% |
| Participation rate | 45.5% | 76.6%-31.2pp | 72.1%-26.6pp | 82.5%-37.0pp |
| Annual return | 24.16% | 1014.36%-990.2pp | 1166.74%-1142.6pp | 345.46%-321.3pp |
| Employer contribution / active EE | $337 | $3,119-89.2% | $2,303-85.4% | $4,764-92.9% |
| Participant deferral / active EE | $786 | $4,237-81.5% | $3,336-76.4% | $5,851-86.6% |
| Admin fee / account holder | $672 | $12,290-94.5% | $6,423-89.5% | $11,601-94.2% |