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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 | $37,717 | $39,028-3.4% | $80,741-53.3% | $85,856-56.1% |
| Participation rate | 7.4% | 41.6%-34.1pp | 54.2%-46.8pp | 69.3%-61.9pp |
| Annual return | 23.36% | 26.31%-3.0pp | 87.30%-63.9pp | 318.58%-295.2pp |
| Employer contribution / active EE | $127 | $722-82.4% | $1,160-89.1% | $2,565-95.1% |
| Participant deferral / active EE | $302 | $1,326-77.3% | $2,145-85.9% | $3,952-92.4% |
| Admin fee / account holder | $2,249 | $2,429-7.4% | $3,380-33.5% | $6,261-64.1% |