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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 | $40,858 | $100,895-59.5% | $90,430-54.8% | $158,950-74.3% |
| Participation rate | 4.8% | 75.0%-70.3pp | 72.7%-67.9pp | 82.0%-77.2pp |
| Annual return | 16.29% | 1725.54%-1709.3pp | 1293.73%-1277.4pp | 302.91%-286.6pp |
| Employer contribution / active EE | $246 | $3,689-93.3% | $3,262-92.5% | $4,762-94.8% |
| Participant deferral / active EE | $261 | $4,347-94.0% | $3,963-93.4% | $5,983-95.6% |
| Admin fee / account holder | $332 | $6,505-94.9% | $5,613-94.1% | $11,248-97.0% |