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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 | $19,366 | $55,446-65.1% | $155,574-87.6% | $74,429-74.0% |
| Participation rate | 20.2% | 61.9%-41.7pp | 78.2%-58.0pp | 67.2%-47.0pp |
| Annual return | 11.13% | 269.20%-258.1pp | 64.87%-53.7pp | 1368.38%-1357.3pp |
| Employer contribution / active EE | $1,202 | $2,266-46.9% | $4,676-74.3% | $2,625-54.2% |
| Participant deferral / active EE | $301 | $2,836-89.4% | $5,629-94.6% | $4,348-93.1% |
| Admin fee / account holder | $948 | $1,743-45.6% | $15,914-94.0% | $1,944-51.2% |