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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 | $25,156 | $58,923-57.3% | $97,167-74.1% | $74,546-66.3% |
| Participation rate | 19.1% | 63.6%-44.5pp | 72.7%-53.6pp | 67.2%-48.1pp |
| Annual return | 13.84% | 16.04%-2.2pp | 75.27%-61.4pp | 1366.03%-1352.2pp |
| Employer contribution / active EE | $625 | $1,894-67.0% | $2,729-77.1% | $2,624-76.2% |
| Participant deferral / active EE | $1,104 | $3,664-69.9% | $4,264-74.1% | $4,347-74.6% |
| Admin fee / account holder | $1,872 | $1,974-5.2% | $5,650-66.9% | $1,944-3.7% |