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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 | $41,379 | $54,729-24.4% | $86,235-52.0% | $71,529-42.2% |
| Participation rate | 21.5% | 60.1%-38.6pp | 69.0%-47.5pp | 67.9%-46.4pp |
| Annual return | 20.05% | 20.07%0pp | 1170.03%-1150.0pp | 28.97%-8.9pp |
| Employer contribution / active EE | $331 | $1,267-73.9% | $2,381-86.1% | $2,590-87.2% |
| Participant deferral / active EE | $1,090 | $3,110-64.9% | $3,987-72.7% | $4,291-74.6% |
| Admin fee / account holder | $382 | $1,921-80.1% | $6,856-94.4% | $1,588-76.0% |