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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 | $42,276 | $79,223-46.6% | $102,460-58.7% | $74,478-43.2% |
| Participation rate | 45.4% | 74.8%-29.4pp | 76.5%-31.1pp | 67.2%-21.9pp |
| Annual return | 11.31% | 54.98%-43.7pp | 29.47%-18.2pp | 1370.56%-1359.3pp |
| Employer contribution / active EE | $801 | $2,363-66.1% | $3,025-73.5% | $2,626-69.5% |
| Participant deferral / active EE | $1,469 | $4,417-66.7% | $5,056-70.9% | $4,350-66.2% |
| Admin fee / account holder | $4,248 | $2,003+112.1% | $9,460-55.1% | $1,946+118.3% |