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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 | $32,053 | $102,385-68.7% | $147,080-78.2% | $80,935-60.4% |
| Participation rate | 47.7% | 75.9%-28.2pp | 82.2%-34.5pp | 67.7%-20.0pp |
| Annual return | 12.31% | 135.09%-122.8pp | 420.17%-407.9pp | 35.66%-23.3pp |
| Employer contribution / active EE | $1,071 | $3,717-71.2% | $4,933-78.3% | $2,757-61.1% |
| Participant deferral / active EE | $2,210 | $6,651-66.8% | $8,066-72.6% | $4,299-48.6% |
| Admin fee / account holder | $44,984 | $7,951+465.7% | $12,989+246.3% | $6,924+549.6% |