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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 | $24,758 | $54,674-54.7% | $76,089-67.5% | $74,429-66.7% |
| Participation rate | 24.9% | 60.3%-35.5pp | 69.1%-44.2pp | 67.2%-42.4pp |
| Annual return | 18.59% | 31.89%-13.3pp | 360.94%-342.4pp | 1368.38%-1349.8pp |
| Employer contribution / active EE | $841 | $1,781-52.8% | $2,690-68.7% | $2,625-67.9% |
| Participant deferral / active EE | $817 | $3,071-73.4% | $4,259-80.8% | $4,348-81.2% |
| Admin fee / account holder | $1,489 | $2,238-33.5% | $6,418-76.8% | $1,944-23.4% |