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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 | $42,661 | $52,450-18.7% | $129,384-67.0% | $74,459-42.7% |
| Participation rate | 17.6% | 53.8%-36.2pp | 69.6%-52.0pp | 67.2%-49.6pp |
| Annual return | 17.26% | 15.65%+1.6pp | 9461.77%-9444.5pp | 1369.70%-1352.4pp |
| Employer contribution / active EE | $461 | $1,532-69.9% | $4,153-88.9% | $2,626-82.5% |
| Participant deferral / active EE | $806 | $2,797-71.2% | $4,166-80.6% | $4,350-81.5% |
| Admin fee / account holder | $14,981 | $2,636+468.3% | $7,686+94.9% | $1,945+670.3% |