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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 | $29,932 | $55,446-46.0% | $155,574-80.8% | $74,429-59.8% |
| Participation rate | 29.0% | 61.9%-32.9pp | 78.2%-49.2pp | 67.2%-38.2pp |
| Annual return | 12.66% | 269.20%-256.5pp | 64.87%-52.2pp | 1368.38%-1355.7pp |
| Employer contribution / active EE | $662 | $2,266-70.8% | $4,676-85.8% | $2,625-74.8% |
| Participant deferral / active EE | $798 | $2,836-71.9% | $5,629-85.8% | $4,348-81.7% |
| Admin fee / account holder | $6,278 | $1,743+260.2% | $15,914-60.5% | $1,944+222.9% |