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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 | $41,252 | $48,570-15.1% | $130,660-68.4% | $72,975-43.5% |
| Participation rate | 22.2% | 58.6%-36.4pp | 71.7%-49.5pp | 69.5%-47.3pp |
| Annual return | 18.67% | 38.63%-20.0pp | 1709.29%-1690.6pp | 81.01%-62.3pp |
| Employer contribution / active EE | $385 | $1,334-71.2% | $4,092-90.6% | $2,440-84.2% |
| Participant deferral / active EE | $618 | $2,384-74.1% | $3,603-82.8% | $3,608-82.9% |
| Admin fee / account holder | $51,396 | $3,549+1348.2% | $5,463+840.8% | $5,124+903.0% |