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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 | $11,832 | $100,938-88.3% | $90,461-86.9% | $158,982-92.6% |
| Participation rate | 42.9% | 75.0%-32.2pp | 72.7%-29.8pp | 82.0%-39.1pp |
| Annual return | 18.00% | 1727.20%-1709.2pp | 1294.76%-1276.8pp | 302.99%-285.0pp |
| Employer contribution / active EE | $390 | $3,691-89.4% | $3,264-88.1% | $4,763-91.8% |
| Participant deferral / active EE | $640 | $4,350-85.3% | $3,964-83.9% | $5,983-89.3% |
| Admin fee / account holder | $336 | $6,510-94.8% | $5,617-94.0% | $11,252-97.0% |