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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 | $37,313 | $100,203-62.8% | $85,240-56.2% | $145,897-74.4% |
| Participation rate | 40.0% | 74.1%-34.1pp | 67.5%-27.5pp | 80.3%-40.3pp |
| Annual return | 12.02% | 84.28%-72.3pp | 66.75%-54.7pp | 552.29%-540.3pp |
| Employer contribution / active EE | $579 | $3,242-82.1% | $2,735-78.8% | $4,663-87.6% |
| Participant deferral / active EE | $724 | $5,299-86.3% | $4,527-84.0% | $6,689-89.2% |
| Admin fee / account holder | $11,919 | $7,265+64.1% | $6,165+93.3% | $13,390-11.0% |