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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 | $40,215 | $167,030-75.9% | $135,768-70.4% | $155,188-74.1% |
| Participation rate | 12.5% | 76.2%-63.7pp | 71.1%-58.6pp | 80.8%-68.3pp |
| Annual return | 19.22% | 678.39%-659.2pp | 526.10%-506.9pp | 148.84%-129.6pp |
| Employer contribution / active EE | $827 | $4,132-80.0% | $3,394-75.6% | $4,248-80.5% |
| Participant deferral / active EE | $323 | $4,528-92.9% | $3,977-91.9% | $6,531-95.1% |
| Admin fee / account holder | $4,379 | $8,172-46.4% | $7,048-37.9% | $14,480-69.8% |