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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 | $33,518 | $77,157-56.6% | $108,405-69.1% | $85,847-61.0% |
| Participation rate | 42.2% | 74.7%-32.5pp | 80.1%-38.0pp | 69.3%-27.1pp |
| Annual return | 18.36% | 44.55%-26.2pp | 905.55%-887.2pp | 318.61%-300.2pp |
| Employer contribution / active EE | $1,447 | $2,379-39.2% | $3,559-59.3% | $2,565-43.6% |
| Participant deferral / active EE | $2,147 | $5,567-61.4% | $6,563-67.3% | $3,952-45.7% |
| Admin fee / account holder | $1,168 | $5,174-77.4% | $7,297-84.0% | $6,261-81.3% |