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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 | $21,901 | $100,895-78.3% | $90,430-75.8% | $158,950-86.2% |
| Participation rate | 40.0% | 75.0%-35.0pp | 72.7%-32.7pp | 82.0%-42.0pp |
| Annual return | 7.97% | 1725.54%-1717.6pp | 1293.73%-1285.8pp | 302.91%-294.9pp |
| Employer contribution / active EE | $400 | $3,689-89.2% | $3,262-87.7% | $4,762-91.6% |
| Participant deferral / active EE | $400 | $4,347-90.8% | $3,963-89.9% | $5,983-93.3% |
| Admin fee / account holder | $545 | $6,505-91.6% | $5,613-90.3% | $11,248-95.2% |