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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 | $17,698 | $60,128-70.6% | $90,440-80.4% | $79,852-77.8% |
| Participation rate | 33.3% | 65.0%-31.7pp | 72.7%-39.4pp | 69.6%-36.3pp |
| Annual return | 20.59% | 71.95%-51.4pp | 1294.38%-1273.8pp | 31.72%-11.1pp |
| Employer contribution / active EE | $353 | $2,068-82.9% | $3,263-89.2% | $2,471-85.7% |
| Participant deferral / active EE | $725 | $2,939-75.3% | $3,964-81.7% | $3,740-80.6% |
| Admin fee / account holder | $2,261 | $3,977-43.2% | $5,615-59.7% | $5,306-57.4% |