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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 | $60,119-62.8% | $90,430-75.3% | $79,858-72.0% |
| Participation rate | 54.3% | 65.0%-10.7pp | 72.7%-18.4pp | 69.6%-15.4pp |
| Annual return | 16.07% | 71.94%-55.9pp | 1293.73%-1277.7pp | 31.72%-15.6pp |
| Employer contribution / active EE | $540 | $2,068-73.9% | $3,262-83.5% | $2,471-78.2% |
| Participant deferral / active EE | $651 | $2,938-77.8% | $3,963-83.6% | $3,740-82.6% |
| Admin fee / account holder | $4,722 | $3,976+18.8% | $5,613-15.9% | $5,306-11.0% |