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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 | $27,612 | $29,319-5.8% | $52,425-47.3% | $82,448-66.5% |
| Participation rate | 7.1% | 46.9%-39.7pp | 55.6%-48.5pp | 68.1%-60.9pp |
| Annual return | 14.79% | 535.20%-520.4pp | 302.12%-287.3pp | 41.64%-26.8pp |
| Employer contribution / active EE | $189 | $586-67.7% | $914-79.3% | $2,551-92.6% |
| Participant deferral / active EE | $189 | $1,171-83.8% | $1,790-89.4% | $4,139-95.4% |
| Admin fee / account holder | $4,607 | $1,962+134.8% | $2,495+84.7% | $7,234-36.3% |