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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 | $25,897 | $60,128-56.9% | $90,440-71.4% | $79,852-67.6% |
| Participation rate | 41.4% | 65.0%-23.6pp | 72.7%-31.3pp | 69.6%-28.3pp |
| Annual return | 13.12% | 71.95%-58.8pp | 1294.38%-1281.3pp | 31.72%-18.6pp |
| Employer contribution / active EE | $485 | $2,068-76.5% | $3,263-85.1% | $2,471-80.4% |
| Participant deferral / active EE | $571 | $2,939-80.6% | $3,964-85.6% | $3,740-84.7% |
| Admin fee / account holder | $10,592 | $3,977+166.3% | $5,615+88.6% | $5,306+99.6% |