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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 | $23,449 | $65,423-64.2% | $98,477-76.2% | $85,856-72.7% |
| Participation rate | 39.3% | 65.0%-25.7pp | 73.3%-34.0pp | 69.3%-30.0pp |
| Annual return | 12.64% | 21.76%-9.1pp | 1493.59%-1481.0pp | 318.58%-305.9pp |
| Employer contribution / active EE | $312 | $2,168-85.6% | $2,961-89.4% | $2,565-87.8% |
| Participant deferral / active EE | $774 | $3,167-75.6% | $4,276-81.9% | $3,952-80.4% |
| Admin fee / account holder | $1,328 | $4,594-71.1% | $5,951-77.7% | $6,261-78.8% |