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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 | $14,624 | $60,139-75.7% | $90,461-83.8% | $79,856-81.7% |
| Participation rate | 33.3% | 65.0%-31.7pp | 72.7%-39.4pp | 69.6%-36.3pp |
| Annual return | 15.26% | 71.96%-56.7pp | 1294.76%-1279.5pp | 31.71%-16.4pp |
| Employer contribution / active EE | $434 | $2,069-79.0% | $3,264-86.7% | $2,471-82.4% |
| Participant deferral / active EE | $586 | $2,939-80.1% | $3,964-85.2% | $3,741-84.3% |
| Admin fee / account holder | $1,814 | $3,978-54.4% | $5,617-67.7% | $5,306-65.8% |