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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 | $27,267 | $65,555-58.4% | $86,216-68.4% | $75,173-63.7% |
| Participation rate | 16.1% | 60.5%-44.4pp | 69.0%-52.8pp | 67.2%-51.1pp |
| Annual return | 16.66% | 46.07%-29.4pp | 1169.42%-1152.8pp | 160.72%-144.1pp |
| Employer contribution / active EE | $359 | $1,553-76.9% | $2,382-84.9% | $2,671-86.6% |
| Participant deferral / active EE | $929 | $3,023-69.3% | $3,986-76.7% | $4,126-77.5% |
| Admin fee / account holder | $3,682 | $5,469-32.7% | $6,853-46.3% | $5,651-34.8% |