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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 | $47,543 | $106,164-55.2% | $147,041-67.7% | $77,692-38.8% |
| Participation rate | 32.9% | 78.4%-45.5pp | 82.2%-49.3pp | 70.6%-37.7pp |
| Annual return | 17.36% | 56.81%-39.5pp | 419.21%-401.9pp | 31.25%-13.9pp |
| Employer contribution / active EE | $1,232 | $4,066-69.7% | $4,935-75.0% | $2,726-54.8% |
| Participant deferral / active EE | $2,631 | $7,993-67.1% | $8,071-67.4% | $4,648-43.4% |
| Admin fee / account holder | $5,340 | $338+1480.2% | $13,006-58.9% | $431+1140.4% |