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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 | $21,304 | $60,139-64.6% | $90,461-76.4% | $79,856-73.3% |
| Participation rate | 38.6% | 65.0%-26.4pp | 72.7%-34.1pp | 69.6%-31.0pp |
| Annual return | 18.11% | 71.96%-53.8pp | 1294.76%-1276.6pp | 31.71%-13.6pp |
| Employer contribution / active EE | $354 | $2,069-82.9% | $3,264-89.1% | $2,471-85.7% |
| Participant deferral / active EE | $756 | $2,939-74.3% | $3,964-80.9% | $3,741-79.8% |
| Admin fee / account holder | $4,409 | $3,978+10.8% | $5,617-21.5% | $5,306-16.9% |