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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 | $36,462 | $59,467-38.7% | $93,727-61.1% | $74,478-51.0% |
| Participation rate | 26.4% | 59.6%-33.2pp | 68.7%-42.3pp | 67.2%-40.8pp |
| Annual return | 17.68% | 82.14%-64.5pp | 133.83%-116.2pp | 1370.56%-1352.9pp |
| Employer contribution / active EE | $537 | $1,267-57.6% | $2,421-77.8% | $2,626-79.6% |
| Participant deferral / active EE | $1,271 | $3,052-58.4% | $4,417-71.2% | $4,350-70.8% |
| Admin fee / account holder | $724 | $3,028-76.1% | $8,292-91.3% | $1,946-62.8% |