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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 | $101,591-58.9% | $147,096-71.6% | $74,429-43.9% |
| Participation rate | 38.5% | 75.5%-37.1pp | 82.2%-43.7pp | 67.2%-28.8pp |
| Annual return | 14.62% | 8746.45%-8731.8pp | 419.75%-405.1pp | 1368.38%-1353.8pp |
| Employer contribution / active EE | $971 | $3,813-74.5% | $4,936-80.3% | $2,625-63.0% |
| Participant deferral / active EE | $2,159 | $7,302-70.4% | $8,071-73.3% | $4,348-50.3% |
| Admin fee / account holder | $3,167 | $1,750+81.0% | $13,005-75.6% | $1,944+62.9% |