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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 | $41,893 | $102,382-59.1% | $147,005-71.5% | $80,874-48.2% |
| Participation rate | 42.4% | 75.8%-33.4pp | 82.2%-39.7pp | 67.6%-25.2pp |
| Annual return | 21.63% | 134.89%-113.3pp | 418.76%-397.1pp | 35.62%-14.0pp |
| Employer contribution / active EE | $946 | $3,715-74.5% | $4,934-80.8% | $2,756-65.7% |
| Participant deferral / active EE | $2,172 | $6,646-67.3% | $8,070-73.1% | $4,297-49.5% |
| Admin fee / account holder | $14,323 | $7,942+80.3% | $13,006+10.1% | $6,935+106.5% |