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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 | $24,122 | $57,305-57.9% | $86,640-72.2% | $75,173-67.9% |
| Participation rate | 40.0% | 63.2%-23.2pp | 71.7%-31.7pp | 67.2%-27.2pp |
| Annual return | 24.98% | 2674.24%-2649.3pp | 592.52%-567.5pp | 160.72%-135.7pp |
| Employer contribution / active EE | $447 | $2,316-80.7% | $3,024-85.2% | $2,671-83.2% |
| Participant deferral / active EE | $749 | $3,320-77.4% | $4,438-83.1% | $4,126-81.9% |
| Admin fee / account holder | $1,791 | $4,116-56.5% | $5,616-68.1% | $5,651-68.3% |