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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 | $18,109 | $57,312-68.4% | $86,617-79.1% | $75,181-75.9% |
| Participation rate | 16.7% | 63.2%-46.5pp | 71.7%-55.0pp | 67.2%-50.5pp |
| Annual return | 19.80% | 2672.78%-2653.0pp | 591.91%-572.1pp | 160.69%-140.9pp |
| Employer contribution / active EE | $316 | $2,315-86.3% | $3,023-89.5% | $2,671-88.1% |
| Participant deferral / active EE | $660 | $3,319-80.1% | $4,437-85.1% | $4,126-84.0% |
| Admin fee / account holder | $2,030 | $4,114-50.7% | $5,613-63.8% | $5,650-64.1% |