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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 | $33,009 | $65,555-49.6% | $86,216-61.7% | $75,173-56.1% |
| Participation rate | 47.2% | 60.5%-13.3pp | 69.0%-21.7pp | 67.2%-20.0pp |
| Annual return | 13.94% | 46.07%-32.1pp | 1169.42%-1155.5pp | 160.72%-146.8pp |
| Employer contribution / active EE | $553 | $1,553-64.4% | $2,382-76.8% | $2,671-79.3% |
| Participant deferral / active EE | $783 | $3,023-74.1% | $3,986-80.4% | $4,126-81.0% |
| Admin fee / account holder | $553 | $5,469-89.9% | $6,853-91.9% | $5,651-90.2% |