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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 | $22,842 | $51,638-55.8% | $129,406-82.3% | $80,959-71.8% |
| Participation rate | 20.9% | 56.9%-36.0pp | 69.6%-48.7pp | 67.7%-46.7pp |
| Annual return | 15.83% | 20.78%-5.0pp | 9468.18%-9452.4pp | 35.67%-19.8pp |
| Employer contribution / active EE | $397 | $1,584-74.9% | $4,155-90.5% | $2,757-85.6% |
| Participant deferral / active EE | $654 | $2,670-75.5% | $4,167-84.3% | $4,300-84.8% |
| Admin fee / account holder | $999 | $4,313-76.8% | $7,689-87.0% | $6,925-85.6% |