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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 | $19,354 | $124,175-84.4% | $108,405-82.1% | $167,536-88.4% |
| Participation rate | 35.0% | 82.3%-47.3pp | 80.1%-45.1pp | 82.1%-47.1pp |
| Annual return | 12.34% | 1380.13%-1367.8pp | 905.55%-893.2pp | 478.82%-466.5pp |
| Employer contribution / active EE | $810 | $4,188-80.7% | $3,559-77.2% | $4,839-83.3% |
| Participant deferral / active EE | $1,781 | $6,908-74.2% | $6,563-72.9% | $6,342-71.9% |
| Admin fee / account holder | $19,155 | $9,457+102.6% | $7,297+162.5% | $12,315+55.5% |