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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 | $31,713 | $100,868-68.6% | $90,414-64.9% | $158,931-80.0% |
| Participation rate | 40.0% | 75.0%-35.0pp | 72.7%-32.7pp | 82.0%-42.0pp |
| Annual return | 6.78% | 1724.58%-1717.8pp | 1293.19%-1286.4pp | 302.86%-296.1pp |
| Employer contribution / active EE | $582 | $3,689-84.2% | $3,262-82.2% | $4,761-87.8% |
| Participant deferral / active EE | $666 | $4,348-84.7% | $3,963-83.2% | $5,982-88.9% |
| Admin fee / account holder | $2,234 | $6,502-65.6% | $5,611-60.2% | $11,247-80.1% |