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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 | $64,389 | $102,385-37.1% | $147,080-56.2% | $80,935-20.4% |
| Participation rate | 34.6% | 75.9%-41.3pp | 82.2%-47.6pp | 67.7%-33.0pp |
| Annual return | 33.52% | 135.09%-101.6pp | 420.17%-386.6pp | 35.66%-2.1pp |
| Employer contribution / active EE | $1,168 | $3,717-68.6% | $4,933-76.3% | $2,757-57.6% |
| Participant deferral / active EE | $1,853 | $6,651-72.1% | $8,066-77.0% | $4,299-56.9% |
| Admin fee / account holder | $430 | $7,951-94.6% | $12,989-96.7% | $6,924-93.8% |