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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 | $35,297 | $90,614-61.0% | $76,089-53.6% | $145,877-75.8% |
| Participation rate | 26.7% | 74.5%-47.8pp | 69.1%-42.4pp | 80.3%-53.6pp |
| Annual return | 14.96% | 623.80%-608.8pp | 360.94%-346.0pp | 551.28%-536.3pp |
| Employer contribution / active EE | $617 | $3,324-81.4% | $2,690-77.1% | $4,663-86.8% |
| Participant deferral / active EE | $765 | $5,168-85.2% | $4,259-82.0% | $6,691-88.6% |
| Admin fee / account holder | $5,732 | $8,376-31.6% | $6,418-10.7% | $13,402-57.2% |