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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 | $40,922 | $45,043-9.1% | $85,063-51.9% | $74,400-45.0% |
| Participation rate | 17.9% | 49.4%-31.5pp | 67.5%-49.6pp | 67.2%-49.3pp |
| Annual return | 14.75% | 26.26%-11.5pp | 66.54%-51.8pp | 1367.51%-1352.8pp |
| Employer contribution / active EE | $321 | $1,458-78.0% | $2,727-88.2% | $2,624-87.8% |
| Participant deferral / active EE | $609 | $2,733-77.7% | $4,523-86.5% | $4,348-86.0% |
| Admin fee / account holder | $7,725 | $2,210+249.6% | $6,155+25.5% | $1,944+297.5% |