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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 | $41,603 | $55,713-25.3% | $75,901-45.2% | $72,975-43.0% |
| Participation rate | 11.9% | 61.1%-49.2pp | 69.3%-57.4pp | 69.5%-57.6pp |
| Annual return | 2015.17% | 27.60%+1987.6pp | 30.76%+1984.4pp | 81.01%+1934.2pp |
| Employer contribution / active EE | $320 | $1,687-81.1% | $2,501-87.2% | $2,440-86.9% |
| Participant deferral / active EE | $761 | $2,634-71.1% | $3,603-78.9% | $3,608-78.9% |
| Admin fee / account holder | $660 | $3,980-83.4% | $5,420-87.8% | $5,124-87.1% |