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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 | $42,739 | $102,393-58.3% | $147,041-70.9% | $80,911-47.2% |
| Participation rate | 45.5% | 75.9%-30.4pp | 82.2%-36.7pp | 67.6%-22.2pp |
| Annual return | 19.69% | 134.95%-115.3pp | 419.21%-399.5pp | 35.63%-15.9pp |
| Employer contribution / active EE | $919 | $3,715-75.3% | $4,935-81.4% | $2,756-66.6% |
| Participant deferral / active EE | $2,274 | $6,647-65.8% | $8,071-71.8% | $4,297-47.1% |
| Admin fee / account holder | $12,786 | $7,943+61.0% | $13,006-1.7% | $6,935+84.4% |