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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 | $21,489 | $60,128-64.3% | $90,440-76.2% | $79,852-73.1% |
| Participation rate | 28.0% | 65.0%-37.0pp | 72.7%-44.7pp | 69.6%-41.6pp |
| Annual return | 37.28% | 71.95%-34.7pp | 1294.38%-1257.1pp | 31.72%+5.6pp |
| Employer contribution / active EE | $256 | $2,068-87.6% | $3,263-92.2% | $2,471-89.6% |
| Participant deferral / active EE | $761 | $2,939-74.1% | $3,964-80.8% | $3,740-79.7% |
| Admin fee / account holder | $629 | $3,977-84.2% | $5,615-88.8% | $5,306-88.2% |