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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 | $31,720 | $109,905-71.1% | $98,506-67.8% | $167,553-81.1% |
| Participation rate | 28.6% | 75.8%-47.3pp | 73.3%-44.8pp | 82.1%-53.5pp |
| Annual return | 14.22% | 1960.20%-1946.0pp | 1494.92%-1480.7pp | 478.89%-464.7pp |
| Employer contribution / active EE | $214 | $3,226-93.4% | $2,961-92.8% | $4,840-95.6% |
| Participant deferral / active EE | $514 | $4,674-89.0% | $4,277-88.0% | $6,343-91.9% |
| Admin fee / account holder | $6,068 | $6,760-10.2% | $5,955+1.9% | $12,316-50.7% |