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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 | $15,382 | $60,128-74.4% | $90,440-83.0% | $79,852-80.7% |
| Participation rate | 24.1% | 65.0%-40.9pp | 72.7%-48.6pp | 69.6%-45.5pp |
| Annual return | 15.09% | 71.95%-56.9pp | 1294.38%-1279.3pp | 31.72%-16.6pp |
| Employer contribution / active EE | $210 | $2,068-89.8% | $3,263-93.6% | $2,471-91.5% |
| Participant deferral / active EE | $275 | $2,939-90.6% | $3,964-93.1% | $3,740-92.6% |
| Admin fee / account holder | $1,526 | $3,977-61.6% | $5,615-72.8% | $5,306-71.2% |