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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 | $29,387 | $52,353-43.9% | $120,225-75.6% | $82,448-64.4% |
| Participation rate | 17.1% | 58.3%-41.2pp | 69.6%-52.4pp | 68.1%-50.9pp |
| Annual return | 19.25% | 61.85%-42.6pp | 439.23%-420.0pp | 41.64%-22.4pp |
| Employer contribution / active EE | $849 | $1,510-43.8% | $3,475-75.6% | $2,551-66.7% |
| Participant deferral / active EE | $0 | $2,627-100.0% | $3,999-100.0% | $4,139-100.0% |
| Admin fee / account holder | $1,162 | $4,363-73.4% | $5,696-79.6% | $7,234-83.9% |