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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 | $27,508 | $88,778-69.0% | $81,844-66.4% | $145,884-81.1% |
| Participation rate | 31.6% | 75.1%-43.5pp | 72.4%-40.8pp | 80.3%-48.7pp |
| Annual return | 12.38% | 1033.03%-1020.7pp | 778.87%-766.5pp | 551.85%-539.5pp |
| Employer contribution / active EE | $415 | $3,087-86.5% | $2,916-85.8% | $4,662-91.1% |
| Participant deferral / active EE | $505 | $4,648-89.1% | $4,323-88.3% | $6,690-92.5% |
| Admin fee / account holder | $328 | $8,430-96.1% | $7,355-95.5% | $13,392-97.5% |