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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 | $28,151 | $180,749-84.4% | $160,784-82.5% | $137,256-79.5% |
| Participation rate | 40.0% | 80.0%-40.0pp | 77.0%-37.0pp | 80.0%-40.0pp |
| Annual return | 20.16% | 2234.46%-2214.3pp | 1803.92%-1783.8pp | 220.34%-200.2pp |
| Employer contribution / active EE | $1,591 | $4,155-61.7% | $3,733-57.4% | $4,156-61.7% |
| Participant deferral / active EE | $184 | $6,844-97.3% | $6,293-97.1% | $6,407-97.1% |
| Admin fee / account holder | $351 | $10,397-96.6% | $9,717-96.4% | $12,270-97.1% |