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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 | $41,247 | $55,446-25.6% | $155,574-73.5% | $74,429-44.6% |
| Participation rate | 37.9% | 61.9%-24.0pp | 78.2%-40.3pp | 67.2%-29.4pp |
| Annual return | 12.11% | 269.20%-257.1pp | 64.87%-52.8pp | 1368.38%-1356.3pp |
| Employer contribution / active EE | $555 | $2,266-75.5% | $4,676-88.1% | $2,625-78.9% |
| Participant deferral / active EE | $625 | $2,836-78.0% | $5,629-88.9% | $4,348-85.6% |
| Admin fee / account holder | $4,117 | $1,743+136.2% | $15,914-74.1% | $1,944+111.8% |