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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 | $15,602 | $57,305-72.8% | $86,640-82.0% | $75,173-79.2% |
| Participation rate | 39.7% | 63.2%-23.5pp | 71.7%-32.0pp | 67.2%-27.5pp |
| Annual return | 16.47% | 2674.24%-2657.8pp | 592.52%-576.0pp | 160.72%-144.2pp |
| Employer contribution / active EE | $313 | $2,316-86.5% | $3,024-89.6% | $2,671-88.3% |
| Participant deferral / active EE | $631 | $3,320-81.0% | $4,438-85.8% | $4,126-84.7% |
| Admin fee / account holder | $1,020 | $4,116-75.2% | $5,616-81.8% | $5,651-82.0% |