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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 | $13,340 | $76,522-82.6% | $56,033-76.2% | $145,884-90.9% |
| Participation rate | 30.8% | 63.2%-32.5pp | 52.5%-21.7pp | 80.3%-49.5pp |
| Annual return | 7.39% | 3014.28%-3006.9pp | 1711.38%-1704.0pp | 551.85%-544.5pp |
| Employer contribution / active EE | $44 | $1,382-96.8% | $1,041-95.8% | $4,662-99.1% |
| Participant deferral / active EE | $95 | $2,624-96.4% | $1,954-95.1% | $6,690-98.6% |
| Admin fee / account holder | $4,306 | $3,328+29.4% | $2,827+52.3% | $13,392-67.8% |