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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 | $34,693 | $48,570-28.6% | $130,660-73.4% | $72,983-52.5% |
| Participation rate | 49.4% | 58.6%-9.2pp | 71.7%-22.3pp | 69.5%-20.1pp |
| Annual return | 20.88% | 38.63%-17.7pp | 1709.29%-1688.4pp | 81.01%-60.1pp |
| Employer contribution / active EE | $1,997 | $1,334+49.7% | $4,092-51.2% | $2,440-18.1% |
| Participant deferral / active EE | $328 | $2,384-86.2% | $3,603-90.9% | $3,608-90.9% |
| Admin fee / account holder | $7,749 | $3,549+118.4% | $5,463+41.8% | $5,124+51.2% |