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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 | $14,465 | $81,749-82.3% | $58,544-75.3% | $139,456-89.6% |
| Participation rate | 16.7% | 61.3%-44.7pp | 50.9%-34.2pp | 80.3%-63.7pp |
| Annual return | 18.11% | 7425.45%-7407.3pp | 4249.56%-4231.5pp | 373.45%-355.3pp |
| Employer contribution / active EE | $36 | $1,398-97.4% | $1,053-96.6% | $4,753-99.2% |
| Participant deferral / active EE | $116 | $2,555-95.5% | $1,923-94.0% | $6,711-98.3% |
| Admin fee / account holder | $3,216 | $3,272-1.7% | $2,520+27.7% | $11,407-71.8% |