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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 | $12,494 | $88,778-85.9% | $81,844-84.7% | $145,884-91.4% |
| Participation rate | 30.0% | 75.1%-45.1pp | 72.4%-42.4pp | 80.3%-50.3pp |
| Annual return | 12.31% | 1033.03%-1020.7pp | 778.87%-766.6pp | 551.85%-539.5pp |
| Employer contribution / active EE | $382 | $3,087-87.6% | $2,916-86.9% | $4,662-91.8% |
| Participant deferral / active EE | $446 | $4,648-90.4% | $4,323-89.7% | $6,690-93.3% |
| Admin fee / account holder | $2,241 | $8,430-73.4% | $7,355-69.5% | $13,392-83.3% |