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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 | $77,451 | $102,393-24.4% | $147,041-47.3% | $80,911-4.3% |
| Participation rate | 28.6% | 75.9%-47.3pp | 82.2%-53.6pp | 67.6%-39.1pp |
| Annual return | 12.18% | 134.95%-122.8pp | 419.21%-407.0pp | 35.63%-23.4pp |
| Employer contribution / active EE | $1,195 | $3,715-67.8% | $4,935-75.8% | $2,756-56.6% |
| Participant deferral / active EE | $1,961 | $6,647-70.5% | $8,071-75.7% | $4,297-54.4% |
| Admin fee / account holder | $28,371 | $7,943+257.2% | $13,006+118.1% | $6,935+309.1% |