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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 | $41,747 | $101,653-58.9% | $147,080-71.6% | $74,459-43.9% |
| Participation rate | 38.5% | 75.6%-37.1pp | 82.2%-43.7pp | 67.2%-28.8pp |
| Annual return | 14.62% | 8754.98%-8740.4pp | 420.17%-405.5pp | 1369.70%-1355.1pp |
| Employer contribution / active EE | $971 | $3,813-74.5% | $4,933-80.3% | $2,626-63.0% |
| Participant deferral / active EE | $2,159 | $7,304-70.4% | $8,066-73.2% | $4,350-50.4% |
| Admin fee / account holder | $3,167 | $1,752+80.8% | $12,989-75.6% | $1,945+62.8% |