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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 | $38,098 | $102,382-62.8% | $147,005-74.1% | $80,874-52.9% |
| Participation rate | 33.3% | 75.8%-42.5pp | 82.2%-48.8pp | 67.6%-34.3pp |
| Annual return | 15.65% | 134.89%-119.2pp | 418.76%-403.1pp | 35.62%-20.0pp |
| Employer contribution / active EE | $1,113 | $3,715-70.0% | $4,934-77.4% | $2,756-59.6% |
| Participant deferral / active EE | $2,031 | $6,646-69.4% | $8,070-74.8% | $4,297-52.7% |
| Admin fee / account holder | $9,312 | $7,942+17.2% | $13,006-28.4% | $6,935+34.3% |