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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 | $45,126-9.3% | $85,187-52.0% | $74,459-45.0% |
| Participation rate | 17.9% | 49.4%-31.5pp | 67.5%-49.6pp | 67.2%-49.4pp |
| Annual return | 14.75% | 26.30%-11.5pp | 66.67%-51.9pp | 1369.70%-1354.9pp |
| Employer contribution / active EE | $321 | $1,460-78.0% | $2,732-88.3% | $2,626-87.8% |
| Participant deferral / active EE | $609 | $2,738-77.8% | $4,525-86.5% | $4,350-86.0% |
| Admin fee / account holder | $7,725 | $2,212+249.3% | $6,162+25.4% | $1,945+297.2% |