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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 | $37,922 | $60,128-36.9% | $90,440-58.1% | $79,852-52.5% |
| Participation rate | 16.9% | 65.0%-48.1pp | 72.7%-55.8pp | 69.6%-52.8pp |
| Annual return | 13.52% | 71.95%-58.4pp | 1294.38%-1280.9pp | 31.72%-18.2pp |
| Employer contribution / active EE | $387 | $2,068-81.3% | $3,263-88.1% | $2,471-84.3% |
| Participant deferral / active EE | $664 | $2,939-77.4% | $3,964-83.3% | $3,740-82.3% |
| Admin fee / account holder | $5,909 | $3,977+48.6% | $5,615+5.2% | $5,306+11.4% |