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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 | $43,613 | $102,595-57.5% | $94,057-53.6% | $154,746-71.8% |
| Participation rate | 42.9% | 76.0%-33.1pp | 73.3%-30.5pp | 80.7%-37.8pp |
| Annual return | 10.66% | 583.42%-572.8pp | 480.62%-470.0pp | 172.34%-161.7pp |
| Employer contribution / active EE | $462 | $3,147-85.3% | $2,933-84.2% | $4,379-89.4% |
| Participant deferral / active EE | $523 | $5,118-89.8% | $4,709-88.9% | $6,730-92.2% |
| Admin fee / account holder | $765 | $7,736-90.1% | $7,244-89.4% | $14,365-94.7% |