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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 | $37,884 | $78,562-51.8% | $105,608-64.1% | $74,429-49.1% |
| Participation rate | 29.3% | 72.8%-43.5pp | 75.3%-46.0pp | 67.2%-38.0pp |
| Annual return | 11.51% | 15.94%-4.4pp | 116.50%-105.0pp | 1368.38%-1356.9pp |
| Employer contribution / active EE | $781 | $2,521-69.0% | $3,167-75.3% | $2,625-70.2% |
| Participant deferral / active EE | $1,549 | $4,321-64.2% | $5,010-69.1% | $4,348-64.4% |
| Admin fee / account holder | $9,995 | $2,217+350.9% | $11,028-9.4% | $1,944+414.1% |