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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 | $16,119 | $100,911-84.0% | $90,440-82.2% | $158,966-89.9% |
| Participation rate | 20.0% | 75.0%-55.0pp | 72.7%-52.7pp | 82.0%-62.0pp |
| Annual return | 3370.08% | 1726.62%+1643.5pp | 1294.38%+2075.7pp | 302.95%+3067.1pp |
| Employer contribution / active EE | $325 | $3,690-91.2% | $3,263-90.0% | $4,762-93.2% |
| Participant deferral / active EE | $413 | $4,348-90.5% | $3,964-89.6% | $5,983-93.1% |
| Admin fee / account holder | $37,049 | $6,507+469.4% | $5,615+559.8% | $11,250+229.3% |