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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 | $42,647 | $29,716+43.5% | $56,077-23.9% | $80,925-47.3% |
| Participation rate | 38.6% | 41.7%-3.1pp | 52.5%-13.9pp | 67.7%-29.0pp |
| Annual return | 14.09% | 35.30%-21.2pp | 1709.28%-1695.2pp | 35.65%-21.6pp |
| Employer contribution / active EE | $876 | $671+30.6% | $1,040-15.8% | $2,756-68.2% |
| Participant deferral / active EE | $0 | $1,228-100.0% | $1,954-100.0% | $4,299-100.0% |
| Admin fee / account holder | $4,570 | $2,432+87.9% | $2,825+61.8% | $6,940-34.2% |