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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 | $14,073 | $57,305-75.4% | $86,640-83.8% | $75,173-81.3% |
| Participation rate | 32.3% | 63.2%-30.9pp | 71.7%-39.4pp | 67.2%-34.9pp |
| Annual return | 15.88% | 2674.24%-2658.4pp | 592.52%-576.6pp | 160.72%-144.8pp |
| Employer contribution / active EE | $378 | $2,316-83.7% | $3,024-87.5% | $2,671-85.8% |
| Participant deferral / active EE | $768 | $3,320-76.9% | $4,438-82.7% | $4,126-81.4% |
| Admin fee / account holder | $439 | $4,116-89.3% | $5,616-92.2% | $5,651-92.2% |