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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 | $18,152 | $58,241-68.8% | $81,780-77.8% | $80,911-77.6% |
| Participation rate | 69.8% | 63.4%+6.4pp | 72.4%-2.6pp | 67.6%+2.2pp |
| Annual return | 11.72% | 41.73%-30.0pp | 776.27%-764.5pp | 35.63%-23.9pp |
| Employer contribution / active EE | $1,838 | $2,343-21.6% | $2,914-36.9% | $2,756-33.3% |
| Participant deferral / active EE | $0 | $3,283-100.0% | $4,321-100.0% | $4,297-100.0% |
| Admin fee / account holder | $1,330 | $4,973-73.2% | $7,384-82.0% | $6,935-80.8% |