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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 | $31,239 | $54,679-42.9% | $76,119-59.0% | $74,459-58.0% |
| Participation rate | 37.8% | 60.3%-22.5pp | 69.1%-31.3pp | 67.2%-29.4pp |
| Annual return | 12.01% | 31.90%-19.9pp | 361.25%-349.2pp | 1369.70%-1357.7pp |
| Employer contribution / active EE | $0 | $1,781-100.0% | $2,693-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $838 | $3,072-72.7% | $4,259-80.3% | $4,350-80.7% |
| Admin fee / account holder | $3,779 | $2,238+68.9% | $6,421-41.1% | $1,945+94.3% |