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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 | $28,230 | $52,450-46.2% | $129,384-78.2% | $74,459-62.1% |
| Participation rate | 27.6% | 53.8%-26.3pp | 69.6%-42.0pp | 67.2%-39.6pp |
| Annual return | 16.17% | 15.65%+0.5pp | 9461.77%-9445.6pp | 1369.70%-1353.5pp |
| Employer contribution / active EE | $429 | $1,532-72.0% | $4,153-89.7% | $2,626-83.7% |
| Participant deferral / active EE | $834 | $2,797-70.2% | $4,166-80.0% | $4,350-80.8% |
| Admin fee / account holder | $1,988 | $2,636-24.6% | $7,686-74.1% | $1,945+2.2% |