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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 | $24,410 | $54,690-55.4% | $76,030-67.9% | $74,478-67.2% |
| Participation rate | 19.4% | 60.3%-41.0pp | 69.1%-49.7pp | 67.2%-47.9pp |
| Annual return | 13.26% | 31.92%-18.7pp | 361.54%-348.3pp | 1370.56%-1357.3pp |
| Employer contribution / active EE | $451 | $1,781-74.7% | $2,688-83.2% | $2,626-82.8% |
| Participant deferral / active EE | $772 | $3,070-74.9% | $4,257-81.9% | $4,350-82.3% |
| Admin fee / account holder | $366 | $2,240-83.7% | $6,421-94.3% | $1,946-81.2% |