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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 | $18,122 | $88,710-79.6% | $81,783-77.8% | $145,959-87.6% |
| Participation rate | 40.0% | 75.0%-35.0pp | 72.4%-32.4pp | 80.3%-40.3pp |
| Annual return | 23.21% | 1027.26%-1004.1pp | 775.05%-751.8pp | 561.95%-538.7pp |
| Employer contribution / active EE | $337 | $3,083-89.1% | $2,913-88.4% | $4,661-92.8% |
| Participant deferral / active EE | $660 | $4,645-85.8% | $4,320-84.7% | $6,689-90.1% |
| Admin fee / account holder | $735 | $8,407-91.3% | $7,380-90.0% | $13,398-94.5% |