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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 | $34,562 | $60,128-42.5% | $90,440-61.8% | $79,852-56.7% |
| Participation rate | 26.7% | 65.0%-38.3pp | 72.7%-46.0pp | 69.6%-43.0pp |
| Annual return | 13.08% | 71.95%-58.9pp | 1294.38%-1281.3pp | 31.72%-18.6pp |
| Employer contribution / active EE | $284 | $2,068-86.3% | $3,263-91.3% | $2,471-88.5% |
| Participant deferral / active EE | $740 | $2,939-74.8% | $3,964-81.3% | $3,740-80.2% |
| Admin fee / account holder | $644 | $3,977-83.8% | $5,615-88.5% | $5,306-87.9% |