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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 | $88,778-75.7% | $81,844-73.6% | $145,884-85.2% |
| Participation rate | 37.5% | 75.1%-37.6pp | 72.4%-34.9pp | 80.3%-42.8pp |
| Annual return | 13.00% | 1033.03%-1020.0pp | 778.87%-765.9pp | 551.85%-538.8pp |
| Employer contribution / active EE | $340 | $3,087-89.0% | $2,916-88.3% | $4,662-92.7% |
| Participant deferral / active EE | $406 | $4,648-91.3% | $4,323-90.6% | $6,690-93.9% |
| Admin fee / account holder | $23,879 | $8,430+183.3% | $7,355+224.6% | $13,392+78.3% |