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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 | $18,446 | $55,446-66.7% | $155,574-88.1% | $74,429-75.2% |
| Participation rate | 4.4% | 61.9%-57.5pp | 78.2%-73.8pp | 67.2%-62.8pp |
| Annual return | 12.85% | 269.20%-256.3pp | 64.87%-52.0pp | 1368.38%-1355.5pp |
| Employer contribution / active EE | $388 | $2,266-82.9% | $4,676-91.7% | $2,625-85.2% |
| Participant deferral / active EE | $600 | $2,836-78.8% | $5,629-89.3% | $4,348-86.2% |
| Admin fee / account holder | $1,363 | $1,743-21.8% | $15,914-91.4% | $1,944-29.9% |