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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 | $41,883 | $55,423-24.4% | $155,602-73.1% | $74,400-43.7% |
| Participation rate | 32.7% | 61.9%-29.1pp | 78.2%-45.5pp | 67.2%-34.5pp |
| Annual return | 14.54% | 269.07%-254.5pp | 64.81%-50.3pp | 1367.51%-1353.0pp |
| Employer contribution / active EE | $434 | $2,266-80.9% | $4,675-90.7% | $2,624-83.5% |
| Participant deferral / active EE | $537 | $2,835-81.0% | $5,629-90.5% | $4,348-87.6% |
| Admin fee / account holder | $8,037 | $1,744+360.7% | $15,923-49.5% | $1,944+313.5% |