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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 | $19,204 | $72,465-73.5% | $67,575-71.6% | $145,884-86.8% |
| Participation rate | 29.2% | 76.9%-47.7pp | 72.9%-43.7pp | 80.3%-51.1pp |
| Annual return | 16.43% | 7222.56%-7206.1pp | 3528.98%-3512.5pp | 551.85%-535.4pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,736-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $618 | $4,786-87.1% | $4,003-84.6% | $6,690-90.8% |
| Admin fee / account holder | $1,998 | $5,515-63.8% | $3,993-50.0% | $13,392-85.1% |