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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 | $21,587 | $88,702-75.7% | $81,780-73.6% | $145,978-85.2% |
| Participation rate | 37.5% | 75.0%-37.5pp | 72.4%-34.9pp | 80.3%-42.8pp |
| Annual return | 13.00% | 1029.12%-1016.1pp | 776.27%-763.3pp | 550.52%-537.5pp |
| Employer contribution / active EE | $340 | $3,084-89.0% | $2,914-88.3% | $4,662-92.7% |
| Participant deferral / active EE | $406 | $4,645-91.3% | $4,321-90.6% | $6,690-93.9% |
| Admin fee / account holder | $23,879 | $8,414+183.8% | $7,384+223.4% | $13,400+78.2% |