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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 | $43,917 | $102,385-57.1% | $147,080-70.1% | $80,935-45.7% |
| Participation rate | 37.5% | 75.9%-38.4pp | 82.2%-44.7pp | 67.7%-30.2pp |
| Annual return | 16.22% | 135.09%-118.9pp | 420.17%-403.9pp | 35.66%-19.4pp |
| Employer contribution / active EE | $905 | $3,717-75.7% | $4,933-81.7% | $2,757-67.2% |
| Participant deferral / active EE | $2,347 | $6,651-64.7% | $8,066-70.9% | $4,299-45.4% |
| Admin fee / account holder | $2,862 | $7,951-64.0% | $12,989-78.0% | $6,924-58.7% |