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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 | $38,739 | $106,008-63.5% | $92,240-58.0% | $147,586-73.8% |
| Participation rate | 44.4% | 80.4%-36.0pp | 76.5%-32.0pp | 82.8%-38.4pp |
| Annual return | 18.53% | 50.05%-31.5pp | 176.29%-157.8pp | 578.59%-560.1pp |
| Employer contribution / active EE | $1,140 | $4,333-73.7% | $3,680-69.0% | $4,876-76.6% |
| Participant deferral / active EE | $895 | $4,478-80.0% | $3,897-77.0% | $5,439-83.6% |
| Admin fee / account holder | $2,242 | $6,333-64.6% | $5,194-56.8% | $10,886-79.4% |