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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 | $61,194 | $104,479-41.4% | $159,474-61.6% | $79,391-22.9% |
| Participation rate | 30.8% | 76.6%-45.9pp | 82.8%-52.1pp | 70.7%-39.9pp |
| Annual return | 16.16% | 67.98%-51.8pp | 263.68%-247.5pp | 116.88%-100.7pp |
| Employer contribution / active EE | $805 | $3,417-76.4% | $4,831-83.3% | $2,428-66.8% |
| Participant deferral / active EE | $1,503 | $6,468-76.8% | $7,353-79.6% | $4,046-62.9% |
| Admin fee / account holder | $2,639 | $711+271.0% | $10,802-75.6% | $627+321.2% |