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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 | $28,476 | $58,714-51.5% | $142,874-80.1% | $85,856-66.8% |
| Participation rate | 33.9% | 58.5%-24.6pp | 72.0%-38.1pp | 69.3%-35.4pp |
| Annual return | 12.82% | 27.73%-14.9pp | 5638.58%-5625.8pp | 318.58%-305.8pp |
| Employer contribution / active EE | $393 | $1,423-72.4% | $4,145-90.5% | $2,565-84.7% |
| Participant deferral / active EE | $615 | $2,608-76.4% | $3,838-84.0% | $3,952-84.4% |
| Admin fee / account holder | $343 | $4,241-91.9% | $6,561-94.8% | $6,261-94.5% |