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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 | $21,389 | $49,897-57.1% | $80,648-73.5% | $75,177-71.5% |
| Participation rate | 46.5% | 55.3%-8.8pp | 67.0%-20.5pp | 67.2%-20.7pp |
| Annual return | 17.08% | 34.68%-17.6pp | 937.21%-920.1pp | 160.75%-143.7pp |
| Employer contribution / active EE | $4,137 | $1,699+143.5% | $2,724+51.9% | $2,671+54.9% |
| Participant deferral / active EE | $712 | $2,992-76.2% | $4,443-84.0% | $4,126-82.7% |
| Admin fee / account holder | $6,494 | $3,579+81.5% | $5,382+20.7% | $5,651+14.9% |