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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 | $22,929 | $52,450-56.3% | $129,397-82.3% | $74,429-69.2% |
| Participation rate | 38.8% | 53.8%-15.0pp | 69.6%-30.8pp | 67.2%-28.4pp |
| Annual return | 15.11% | 15.65%-0.5pp | 9453.98%-9438.9pp | 1368.38%-1353.3pp |
| Employer contribution / active EE | $619 | $1,532-59.6% | $4,154-85.1% | $2,625-76.4% |
| Participant deferral / active EE | $823 | $2,797-70.6% | $4,167-80.3% | $4,348-81.1% |
| Admin fee / account holder | $3,756 | $2,636+42.5% | $7,679-51.1% | $1,944+93.2% |