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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 | $24,029 | $60,128-60.0% | $90,440-73.4% | $79,852-69.9% |
| Participation rate | 9.1% | 65.0%-55.9pp | 72.7%-63.6pp | 69.6%-60.5pp |
| Annual return | 35.57% | 71.95%-36.4pp | 1294.38%-1258.8pp | 31.72%+3.9pp |
| Employer contribution / active EE | $308 | $2,068-85.1% | $3,263-90.6% | $2,471-87.5% |
| Participant deferral / active EE | $623 | $2,939-78.8% | $3,964-84.3% | $3,740-83.3% |
| Admin fee / account holder | $405 | $3,977-89.8% | $5,615-92.8% | $5,306-92.4% |