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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 | $41,226 | $102,385-59.7% | $147,080-72.0% | $80,935-49.1% |
| Participation rate | 43.9% | 75.9%-32.0pp | 82.2%-38.3pp | 67.7%-23.8pp |
| Annual return | 15.59% | 135.09%-119.5pp | 420.17%-404.6pp | 35.66%-20.1pp |
| Employer contribution / active EE | $1,303 | $3,717-64.9% | $4,933-73.6% | $2,757-52.7% |
| Participant deferral / active EE | $2,479 | $6,651-62.7% | $8,066-69.3% | $4,299-42.4% |
| Admin fee / account holder | $2,044 | $7,951-74.3% | $12,989-84.3% | $6,924-70.5% |