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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 | $21,030 | $51,642-59.3% | $129,384-83.7% | $80,935-74.0% |
| Participation rate | 7.2% | 56.9%-49.7pp | 69.6%-62.4pp | 67.7%-60.4pp |
| Annual return | 15.45% | 20.78%-5.3pp | 9461.77%-9446.3pp | 35.66%-20.2pp |
| Employer contribution / active EE | $338 | $1,583-78.6% | $4,153-91.9% | $2,757-87.7% |
| Participant deferral / active EE | $605 | $2,670-77.3% | $4,166-85.5% | $4,299-85.9% |
| Admin fee / account holder | $5,502 | $4,312+27.6% | $7,686-28.4% | $6,924-20.5% |