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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 | $21,831 | $72,269-69.8% | $101,271-78.4% | $79,852-72.7% |
| Participation rate | 24.0% | 68.5%-44.5pp | 75.8%-51.8pp | 69.6%-45.6pp |
| Annual return | 1386.49% | 22.29%+1364.2pp | 46.48%+1340.0pp | 31.72%+1354.8pp |
| Employer contribution / active EE | $860 | $2,692-68.1% | $3,660-76.5% | $2,471-65.2% |
| Participant deferral / active EE | $1,268 | $3,282-61.4% | $4,371-71.0% | $3,740-66.1% |
| Admin fee / account holder | $8,211 | $4,401+86.6% | $5,948+38.0% | $5,306+54.7% |