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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 | $54,558-13.5% | $76,051-37.9% | $74,400-36.6% |
| Participation rate | 20.6% | 60.3%-39.7pp | 69.1%-48.5pp | 67.2%-46.6pp |
| Annual return | 11.01% | 31.83%-20.8pp | 360.42%-349.4pp | 1367.51%-1356.5pp |
| Employer contribution / active EE | $400 | $1,778-77.5% | $2,690-85.1% | $2,624-84.8% |
| Participant deferral / active EE | $619 | $3,065-79.8% | $4,257-85.5% | $4,348-85.8% |
| Admin fee / account holder | $3,566 | $2,232+59.8% | $6,416-44.4% | $1,944+83.5% |