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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 | $78,562-54.5% | $105,608-66.1% | $74,429-51.9% |
| Participation rate | 35.6% | 72.8%-37.2pp | 75.3%-39.7pp | 67.2%-31.6pp |
| Annual return | 12.21% | 15.94%-3.7pp | 116.50%-104.3pp | 1368.38%-1356.2pp |
| Employer contribution / active EE | $774 | $2,521-69.3% | $3,167-75.6% | $2,625-70.5% |
| Participant deferral / active EE | $1,256 | $4,321-70.9% | $5,010-74.9% | $4,348-71.1% |
| Admin fee / account holder | $3,107 | $2,217+40.2% | $11,028-71.8% | $1,944+59.8% |