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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 | $15,971 | $109,872-85.5% | $98,483-83.8% | $167,536-90.5% |
| Participation rate | 42.9% | 75.8%-33.0pp | 73.3%-30.5pp | 82.1%-39.3pp |
| Annual return | 12.64% | 1959.31%-1946.7pp | 1494.38%-1481.7pp | 478.82%-466.2pp |
| Employer contribution / active EE | $429 | $3,225-86.7% | $2,961-85.5% | $4,839-91.1% |
| Participant deferral / active EE | $704 | $4,673-84.9% | $4,276-83.5% | $6,342-88.9% |
| Admin fee / account holder | $389 | $6,757-94.2% | $5,953-93.5% | $12,315-96.8% |