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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 | $25,217 | $70,121-64.0% | $63,803-60.5% | $138,895-81.8% |
| Participation rate | 37.5% | 77.2%-39.7pp | 72.7%-35.2pp | 79.9%-42.4pp |
| Annual return | 12.60% | 946.48%-933.9pp | 543.72%-531.1pp | 145.39%-132.8pp |
| Employer contribution / active EE | $330 | $2,882-88.6% | $2,532-87.0% | $4,194-92.1% |
| Participant deferral / active EE | $639 | $4,535-85.9% | $3,843-83.4% | $6,396-90.0% |
| Admin fee / account holder | $36,707 | $6,738+444.8% | $5,196+606.4% | $12,562+192.2% |