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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 | $59,402-38.6% | $93,654-61.1% | $74,546-51.1% |
| Participation rate | 26.4% | 59.7%-33.2pp | 68.7%-42.3pp | 67.2%-40.8pp |
| Annual return | 17.68% | 81.86%-64.2pp | 133.34%-115.7pp | 1366.03%-1348.4pp |
| Employer contribution / active EE | $537 | $1,265-57.6% | $2,421-77.8% | $2,624-79.5% |
| Participant deferral / active EE | $1,271 | $3,049-58.3% | $4,413-71.2% | $4,347-70.8% |
| Admin fee / account holder | $724 | $3,023-76.1% | $8,282-91.3% | $1,944-62.8% |