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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 | $14,530 | $49,199-70.5% | $121,204-88.0% | $75,173-80.7% |
| Participation rate | 8.5% | 55.4%-46.9pp | 69.5%-61.0pp | 67.2%-58.7pp |
| Annual return | 23.42% | 56.04%-32.6pp | 987.18%-963.8pp | 160.72%-137.3pp |
| Employer contribution / active EE | $382 | $1,547-75.3% | $4,170-90.8% | $2,671-85.7% |
| Participant deferral / active EE | $516 | $2,630-80.4% | $4,083-87.4% | $4,126-87.5% |
| Admin fee / account holder | $440 | $3,946-88.9% | $5,651-92.2% | $5,651-92.2% |