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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 | $33,184 | $55,446-40.2% | $155,574-78.7% | $74,429-55.4% |
| Participation rate | 21.0% | 61.9%-40.9pp | 78.2%-57.2pp | 67.2%-46.2pp |
| Annual return | 14.24% | 269.20%-255.0pp | 64.87%-50.6pp | 1368.38%-1354.1pp |
| Employer contribution / active EE | $421 | $2,266-81.4% | $4,676-91.0% | $2,625-84.0% |
| Participant deferral / active EE | $638 | $2,836-77.5% | $5,629-88.7% | $4,348-85.3% |
| Admin fee / account holder | $3,781 | $1,743+116.9% | $15,914-76.2% | $1,944+94.5% |