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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 | $59,402-39.8% | $93,654-61.8% | $74,546-52.0% |
| Participation rate | 21.9% | 59.7%-37.8pp | 68.7%-46.8pp | 67.2%-45.3pp |
| Annual return | 11.67% | 81.86%-70.2pp | 133.34%-121.7pp | 1366.03%-1354.4pp |
| Employer contribution / active EE | $650 | $1,265-48.6% | $2,421-73.2% | $2,624-75.2% |
| Participant deferral / active EE | $934 | $3,049-69.4% | $4,413-78.8% | $4,347-78.5% |
| Admin fee / account holder | $3,036 | $3,023+0.4% | $8,282-63.3% | $1,944+56.2% |