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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 | $22,337 | $100,911-77.9% | $90,440-75.3% | $158,966-85.9% |
| Participation rate | 36.4% | 75.0%-38.7pp | 72.7%-36.3pp | 82.0%-45.6pp |
| Annual return | 7.76% | 1726.62%-1718.9pp | 1294.38%-1286.6pp | 302.95%-295.2pp |
| Employer contribution / active EE | $513 | $3,690-86.1% | $3,263-84.3% | $4,762-89.2% |
| Participant deferral / active EE | $516 | $4,348-88.1% | $3,964-87.0% | $5,983-91.4% |
| Admin fee / account holder | $5,628 | $6,507-13.5% | $5,615+0.2% | $11,250-50.0% |