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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 | $29,339 | $70,587-58.4% | $124,693-76.5% | $85,847-65.8% |
| Participation rate | 37.0% | 64.4%-27.4pp | 74.6%-37.6pp | 69.3%-32.3pp |
| Annual return | 14.52% | 20688.83%-20674.3pp | 5144.19%-5129.7pp | 318.61%-304.1pp |
| Employer contribution / active EE | $493 | $1,913-74.3% | $3,324-85.2% | $2,565-80.8% |
| Participant deferral / active EE | $1,007 | $2,969-66.1% | $4,615-78.2% | $3,952-74.5% |
| Admin fee / account holder | $2,037 | $5,282-61.4% | $7,494-72.8% | $6,261-67.5% |