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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 | $35,786 | $59,456-39.8% | $93,669-61.8% | $74,429-51.9% |
| Participation rate | 21.9% | 59.6%-37.8pp | 68.7%-46.8pp | 67.2%-45.3pp |
| Annual return | 11.67% | 82.00%-70.3pp | 133.59%-121.9pp | 1368.38%-1356.7pp |
| Employer contribution / active EE | $650 | $1,266-48.7% | $2,424-73.2% | $2,625-75.2% |
| Participant deferral / active EE | $934 | $3,052-69.4% | $4,416-78.8% | $4,348-78.5% |
| Admin fee / account holder | $3,036 | $3,026+0.3% | $8,291-63.4% | $1,944+56.1% |