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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 | $29,152 | $109,863-73.5% | $98,477-70.4% | $167,518-82.6% |
| Participation rate | 33.3% | 75.8%-42.5pp | 73.3%-40.0pp | 82.1%-48.8pp |
| Annual return | 10.98% | 1958.09%-1947.1pp | 1493.59%-1482.6pp | 478.71%-467.7pp |
| Employer contribution / active EE | $678 | $3,225-79.0% | $2,961-77.1% | $4,838-86.0% |
| Participant deferral / active EE | $775 | $4,673-83.4% | $4,276-81.9% | $6,342-87.8% |
| Admin fee / account holder | $378 | $6,755-94.4% | $5,951-93.6% | $12,312-96.9% |