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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 | $40,404 | $63,346-36.2% | $92,240-56.2% | $70,126-42.4% |
| Participation rate | 34.0% | 68.7%-34.6pp | 76.5%-42.4pp | 69.5%-35.5pp |
| Annual return | 20.26% | 530.19%-509.9pp | 176.29%-156.0pp | 73.15%-52.9pp |
| Employer contribution / active EE | $656 | $2,471-73.4% | $3,680-82.2% | $2,343-72.0% |
| Participant deferral / active EE | $819 | $2,854-71.3% | $3,897-79.0% | $3,332-75.4% |
| Admin fee / account holder | $3,916 | $3,841+2.0% | $5,194-24.6% | $4,645-15.7% |