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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 | $16,904 | $60,139-71.9% | $90,461-81.3% | $79,856-78.8% |
| Participation rate | 38.7% | 65.0%-26.3pp | 72.7%-34.0pp | 69.6%-30.9pp |
| Annual return | 15.72% | 71.96%-56.2pp | 1294.76%-1279.0pp | 31.71%-16.0pp |
| Employer contribution / active EE | $483 | $2,069-76.6% | $3,264-85.2% | $2,471-80.4% |
| Participant deferral / active EE | $508 | $2,939-82.7% | $3,964-87.2% | $3,741-86.4% |
| Admin fee / account holder | $1,214 | $3,978-69.5% | $5,617-78.4% | $5,306-77.1% |