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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 | $40,612 | $66,444-38.9% | $120,225-66.2% | $79,634-49.0% |
| Participation rate | 10.0% | 42.8%-32.8pp | 69.6%-59.6pp | 62.5%-52.5pp |
| Annual return | 17.48% | 53.37%-35.9pp | 439.23%-421.7pp | 36.46%-19.0pp |
| Employer contribution / active EE | $303 | $1,860-83.7% | $3,475-91.3% | $2,529-88.0% |
| Participant deferral / active EE | $451 | $2,798-83.9% | $3,999-88.7% | $3,835-88.2% |
| Admin fee / account holder | $2,341 | $1,295+80.7% | $5,696-58.9% | $1,002+133.7% |