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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 | $42,916 | $48,570-11.6% | $130,660-67.2% | $72,976-41.2% |
| Participation rate | 20.5% | 58.6%-38.1pp | 71.7%-51.3pp | 69.5%-49.0pp |
| Annual return | 24.84% | 38.63%-13.8pp | 1709.29%-1684.5pp | 81.02%-56.2pp |
| Employer contribution / active EE | $296 | $1,334-77.8% | $4,092-92.8% | $2,440-87.9% |
| Participant deferral / active EE | $400 | $2,384-83.2% | $3,603-88.9% | $3,608-88.9% |
| Admin fee / account holder | $348 | $3,549-90.2% | $5,463-93.6% | $5,124-93.2% |