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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 | $21,723 | $102,595-78.8% | $94,057-76.9% | $154,746-86.0% |
| Participation rate | 20.0% | 76.0%-56.0pp | 73.3%-53.3pp | 80.7%-60.7pp |
| Annual return | 17.68% | 583.42%-565.7pp | 480.62%-462.9pp | 172.34%-154.7pp |
| Employer contribution / active EE | $341 | $3,147-89.2% | $2,933-88.4% | $4,379-92.2% |
| Participant deferral / active EE | $341 | $5,118-93.3% | $4,709-92.8% | $6,730-94.9% |
| Admin fee / account holder | $2,000 | $7,736-74.1% | $7,244-72.4% | $14,365-86.1% |