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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 | $13,090 | $60,119-78.2% | $90,430-85.5% | $79,858-83.6% |
| Participation rate | 38.6% | 65.0%-26.4pp | 72.7%-34.1pp | 69.6%-31.0pp |
| Annual return | 11.33% | 71.94%-60.6pp | 1293.73%-1282.4pp | 31.72%-20.4pp |
| Employer contribution / active EE | $298 | $2,068-85.6% | $3,262-90.9% | $2,471-87.9% |
| Participant deferral / active EE | $731 | $2,938-75.1% | $3,963-81.6% | $3,740-80.5% |
| Admin fee / account holder | $11,703 | $3,976+194.3% | $5,613+108.5% | $5,306+120.6% |