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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 | $17,373 | $100,911-82.8% | $90,440-80.8% | $158,966-89.1% |
| Participation rate | 25.0% | 75.0%-50.0pp | 72.7%-47.7pp | 82.0%-57.0pp |
| Annual return | 9.53% | 1726.62%-1717.1pp | 1294.38%-1284.9pp | 302.95%-293.4pp |
| Employer contribution / active EE | $596 | $3,690-83.8% | $3,263-81.7% | $4,762-87.5% |
| Participant deferral / active EE | $464 | $4,348-89.3% | $3,964-88.3% | $5,983-92.2% |
| Admin fee / account holder | $15,700 | $6,507+141.3% | $5,615+179.6% | $11,250+39.6% |