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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 | $32,871 | $77,157-57.4% | $108,405-69.7% | $85,847-61.7% |
| Participation rate | 47.1% | 74.7%-27.6pp | 80.1%-33.1pp | 69.3%-22.3pp |
| Annual return | 15.43% | 44.55%-29.1pp | 905.55%-890.1pp | 318.61%-303.2pp |
| Employer contribution / active EE | $1,017 | $2,379-57.3% | $3,559-71.4% | $2,565-60.4% |
| Participant deferral / active EE | $2,031 | $5,567-63.5% | $6,563-69.1% | $3,952-48.6% |
| Admin fee / account holder | $1,122 | $5,174-78.3% | $7,297-84.6% | $6,261-82.1% |