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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 | $15,408 | $58,391-73.6% | $76,657-79.9% | $72,975-78.9% |
| Participation rate | 48.0% | 67.4%-19.4pp | 72.1%-24.1pp | 69.5%-21.5pp |
| Annual return | 21.55% | 2306.65%-2285.1pp | 1166.74%-1145.2pp | 81.01%-59.5pp |
| Employer contribution / active EE | $652 | $1,787-63.5% | $2,303-71.7% | $2,440-73.3% |
| Participant deferral / active EE | $832 | $2,690-69.1% | $3,335-75.0% | $3,608-76.9% |
| Admin fee / account holder | $540 | $4,014-86.6% | $6,423-91.6% | $5,124-89.5% |