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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 | $13,626 | $60,139-77.3% | $90,461-84.9% | $79,856-82.9% |
| Participation rate | 55.6% | 65.0%-9.4pp | 72.7%-17.1pp | 69.6%-14.1pp |
| Annual return | 10.81% | 71.96%-61.2pp | 1294.76%-1284.0pp | 31.71%-20.9pp |
| Employer contribution / active EE | $1,056 | $2,069-49.0% | $3,264-67.6% | $2,471-57.3% |
| Participant deferral / active EE | $389 | $2,939-86.8% | $3,964-90.2% | $3,741-89.6% |
| Admin fee / account holder | $3,503 | $3,978-11.9% | $5,617-37.6% | $5,306-34.0% |