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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 | $79,181-46.6% | $102,423-58.7% | $74,429-43.2% |
| Participation rate | 45.4% | 74.8%-29.4pp | 76.5%-31.1pp | 67.2%-21.8pp |
| Annual return | 11.31% | 54.97%-43.7pp | 29.42%-18.1pp | 1368.38%-1357.1pp |
| Employer contribution / active EE | $801 | $2,362-66.1% | $3,023-73.5% | $2,625-69.5% |
| Participant deferral / active EE | $1,469 | $4,416-66.7% | $5,054-70.9% | $4,348-66.2% |
| Admin fee / account holder | $4,248 | $2,002+112.2% | $9,455-55.1% | $1,944+118.5% |