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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 | $12,577 | $57,330-78.1% | $86,656-85.5% | $75,177-83.3% |
| Participation rate | 54.3% | 63.2%-8.9pp | 71.7%-17.4pp | 67.2%-12.9pp |
| Annual return | 19.80% | 2675.40%-2655.6pp | 593.09%-573.3pp | 160.75%-140.9pp |
| Employer contribution / active EE | $1,828 | $2,316-21.1% | $3,025-39.6% | $2,671-31.6% |
| Participant deferral / active EE | $801 | $3,320-75.9% | $4,439-81.9% | $4,126-80.6% |
| Admin fee / account holder | $1,950 | $4,115-52.6% | $5,619-65.3% | $5,651-65.5% |