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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 | $23,515 | $109,872-78.6% | $98,483-76.1% | $167,536-86.0% |
| Participation rate | 36.4% | 75.8%-39.5pp | 73.3%-37.0pp | 82.1%-45.7pp |
| Annual return | 14.29% | 1959.31%-1945.0pp | 1494.38%-1480.1pp | 478.82%-464.5pp |
| Employer contribution / active EE | $624 | $3,225-80.7% | $2,961-78.9% | $4,839-87.1% |
| Participant deferral / active EE | $646 | $4,673-86.2% | $4,276-84.9% | $6,342-89.8% |
| Admin fee / account holder | $3,997 | $6,757-40.8% | $5,953-32.9% | $12,315-67.5% |