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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 | $17,181 | $57,541-70.1% | $95,728-82.1% | $75,181-77.1% |
| Participation rate | 11.1% | 62.5%-51.4pp | 72.3%-61.2pp | 67.2%-56.1pp |
| Annual return | 15635.69% | 34.93%+15600.8pp | 28.40%+15607.3pp | 160.69%+15475.0pp |
| Employer contribution / active EE | $493 | $1,808-72.7% | $2,835-82.6% | $2,671-81.5% |
| Participant deferral / active EE | $1,011 | $3,074-67.1% | $4,245-76.2% | $4,126-75.5% |
| Admin fee / account holder | $1,009 | $4,099-75.4% | $5,673-82.2% | $5,650-82.1% |