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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 | $18,320 | $72,446-74.7% | $67,561-72.9% | $145,877-87.4% |
| Participation rate | 21.4% | 76.9%-55.4pp | 72.9%-51.5pp | 80.3%-58.9pp |
| Annual return | 16.75% | 7211.98%-7195.2pp | 3525.44%-3508.7pp | 551.28%-534.5pp |
| Employer contribution / active EE | $1,550 | $3,072-49.5% | $2,735-43.3% | $4,663-66.8% |
| Participant deferral / active EE | $766 | $4,785-84.0% | $4,003-80.9% | $6,691-88.6% |
| Admin fee / account holder | $706 | $5,541-87.3% | $4,006-82.4% | $13,402-94.7% |