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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 | $16,081 | $60,128-73.3% | $90,440-82.2% | $79,852-79.9% |
| Participation rate | 28.9% | 65.0%-36.1pp | 72.7%-43.8pp | 69.6%-40.7pp |
| Annual return | 18.21% | 71.95%-53.7pp | 1294.38%-1276.2pp | 31.72%-13.5pp |
| Employer contribution / active EE | $315 | $2,068-84.8% | $3,263-90.4% | $2,471-87.3% |
| Participant deferral / active EE | $634 | $2,939-78.4% | $3,964-84.0% | $3,740-83.0% |
| Admin fee / account holder | $2,543 | $3,977-36.1% | $5,615-54.7% | $5,306-52.1% |