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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 | $29,584 | $65,434-54.8% | $98,483-70.0% | $85,847-65.5% |
| Participation rate | 15.4% | 65.0%-49.6pp | 73.3%-58.0pp | 69.3%-53.9pp |
| Annual return | 12.69% | 21.75%-9.1pp | 1494.38%-1481.7pp | 318.61%-305.9pp |
| Employer contribution / active EE | $363 | $2,169-83.3% | $2,961-87.7% | $2,565-85.8% |
| Participant deferral / active EE | $460 | $3,168-85.5% | $4,276-89.2% | $3,952-88.4% |
| Admin fee / account holder | $1,717 | $4,595-62.6% | $5,953-71.2% | $6,261-72.6% |