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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 | $22,367 | $60,128-62.8% | $90,440-75.3% | $79,852-72.0% |
| Participation rate | 54.3% | 65.0%-10.7pp | 72.7%-18.4pp | 69.6%-15.4pp |
| Annual return | 16.07% | 71.95%-55.9pp | 1294.38%-1278.3pp | 31.72%-15.6pp |
| Employer contribution / active EE | $540 | $2,068-73.9% | $3,263-83.5% | $2,471-78.2% |
| Participant deferral / active EE | $651 | $2,939-77.8% | $3,964-83.6% | $3,740-82.6% |
| Admin fee / account holder | $4,722 | $3,977+18.7% | $5,615-15.9% | $5,306-11.0% |