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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 | $55,437-25.6% | $155,534-73.5% | $74,459-44.6% |
| Participation rate | 37.9% | 61.9%-24.0pp | 78.2%-40.4pp | 67.2%-29.4pp |
| Annual return | 12.11% | 269.58%-257.5pp | 64.92%-52.8pp | 1369.70%-1357.6pp |
| Employer contribution / active EE | $555 | $2,266-75.5% | $4,675-88.1% | $2,626-78.9% |
| Participant deferral / active EE | $625 | $2,837-78.0% | $5,630-88.9% | $4,350-85.6% |
| Admin fee / account holder | $4,117 | $1,742+136.3% | $15,900-74.1% | $1,945+111.7% |