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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 | $39,538 | $96,965-59.2% | $97,995-59.7% | $147,586-73.2% |
| Participation rate | 60.0% | 83.6%-23.6pp | 82.4%-22.4pp | 82.8%-22.8pp |
| Annual return | 10.85% | 24.11%-13.3pp | 23.94%-13.1pp | 578.59%-567.7pp |
| Employer contribution / active EE | $1,578 | $4,536-65.2% | $4,158-62.1% | $4,876-67.6% |
| Participant deferral / active EE | $1,505 | $5,081-70.4% | $5,097-70.5% | $5,439-72.3% |
| Admin fee / account holder | $42,734 | $8,120+426.3% | $5,943+619.0% | $10,886+292.6% |