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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 | $38,324 | $53,127-27.9% | $86,597-55.7% | $70,131-45.4% |
| Participation rate | 25.0% | 65.3%-40.3pp | 73.5%-48.5pp | 69.5%-44.5pp |
| Annual return | 14.72% | 27.66%-12.9pp | 964.96%-950.2pp | 73.14%-58.4pp |
| Employer contribution / active EE | $471 | $2,068-77.2% | $2,840-83.4% | $2,342-79.9% |
| Participant deferral / active EE | $471 | $2,696-82.5% | $3,609-86.9% | $3,332-85.9% |
| Admin fee / account holder | $20,402 | $3,585+469.0% | $4,906+315.9% | $4,645+339.2% |