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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 | $47,206 | $54,679-13.7% | $76,119-38.0% | $74,459-36.6% |
| Participation rate | 20.6% | 60.3%-39.7pp | 69.1%-48.4pp | 67.2%-46.6pp |
| Annual return | 11.01% | 31.90%-20.9pp | 361.25%-350.2pp | 1369.70%-1358.7pp |
| Employer contribution / active EE | $400 | $1,781-77.6% | $2,693-85.1% | $2,626-84.8% |
| Participant deferral / active EE | $619 | $3,072-79.9% | $4,259-85.5% | $4,350-85.8% |
| Admin fee / account holder | $3,566 | $2,238+59.3% | $6,421-44.5% | $1,945+83.3% |