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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 | $44,621 | $60,393-26.1% | $81,820-45.5% | $74,429-40.0% |
| Participation rate | 30.6% | 62.9%-32.3pp | 72.4%-41.8pp | 67.2%-36.7pp |
| Annual return | 12.40% | 16.89%-4.5pp | 777.93%-765.5pp | 1368.38%-1356.0pp |
| Employer contribution / active EE | $510 | $2,626-80.6% | $2,915-82.5% | $2,625-80.6% |
| Participant deferral / active EE | $786 | $3,397-76.9% | $4,323-81.8% | $4,348-81.9% |
| Admin fee / account holder | $1,206 | $1,491-19.1% | $7,391-83.7% | $1,944-38.0% |