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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 | $24,365 | $48,570-49.8% | $130,660-81.4% | $72,975-66.6% |
| Participation rate | 22.2% | 58.6%-36.4pp | 71.7%-49.5pp | 69.5%-47.3pp |
| Annual return | 24.28% | 38.63%-14.3pp | 1709.29%-1685.0pp | 81.01%-56.7pp |
| Employer contribution / active EE | $294 | $1,334-78.0% | $4,092-92.8% | $2,440-88.0% |
| Participant deferral / active EE | $500 | $2,384-79.0% | $3,603-86.1% | $3,608-86.1% |
| Admin fee / account holder | $689 | $3,549-80.6% | $5,463-87.4% | $5,124-86.6% |