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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 | $17,470 | $72,446-75.9% | $67,561-74.1% | $145,877-88.0% |
| Participation rate | 15.0% | 76.9%-61.9pp | 72.9%-57.9pp | 80.3%-65.3pp |
| Annual return | 9.80% | 7211.98%-7202.2pp | 3525.44%-3515.6pp | 551.28%-541.5pp |
| Employer contribution / active EE | $395 | $3,072-87.2% | $2,735-85.6% | $4,663-91.5% |
| Participant deferral / active EE | $423 | $4,785-91.1% | $4,003-89.4% | $6,691-93.7% |
| Admin fee / account holder | $3,818 | $5,541-31.1% | $4,006-4.7% | $13,402-71.5% |