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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 | $23,136 | $57,312-59.6% | $86,617-73.3% | $75,181-69.2% |
| Participation rate | 27.8% | 63.2%-35.4pp | 71.7%-43.9pp | 67.2%-39.4pp |
| Annual return | 16.60% | 2672.78%-2656.2pp | 591.91%-575.3pp | 160.69%-144.1pp |
| Employer contribution / active EE | $395 | $2,315-82.9% | $3,023-86.9% | $2,671-85.2% |
| Participant deferral / active EE | $832 | $3,319-74.9% | $4,437-81.3% | $4,126-79.8% |
| Admin fee / account holder | $908 | $4,114-77.9% | $5,613-83.8% | $5,650-83.9% |