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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 | $35,772 | $78,483-54.4% | $106,201-66.3% | $74,546-52.0% |
| Participation rate | 35.6% | 72.8%-37.2pp | 75.3%-39.7pp | 67.2%-31.6pp |
| Annual return | 12.21% | 15.94%-3.7pp | 116.26%-104.0pp | 1366.03%-1353.8pp |
| Employer contribution / active EE | $774 | $2,522-69.3% | $3,170-75.6% | $2,624-70.5% |
| Participant deferral / active EE | $1,256 | $4,320-70.9% | $5,012-74.9% | $4,347-71.1% |
| Admin fee / account holder | $3,107 | $2,236+39.0% | $11,039-71.9% | $1,944+59.9% |