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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 | $17,218 | $60,128-71.4% | $90,440-81.0% | $79,852-78.4% |
| Participation rate | 34.6% | 65.0%-30.4pp | 72.7%-38.1pp | 69.6%-35.0pp |
| Annual return | 16.64% | 71.95%-55.3pp | 1294.38%-1277.7pp | 31.72%-15.1pp |
| Employer contribution / active EE | $325 | $2,068-84.3% | $3,263-90.1% | $2,471-86.9% |
| Participant deferral / active EE | $439 | $2,939-85.1% | $3,964-88.9% | $3,740-88.3% |
| Admin fee / account holder | $1,108 | $3,977-72.2% | $5,615-80.3% | $5,306-79.1% |