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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 | $62,635 | $79,209-20.9% | $102,434-38.9% | $74,459-15.9% |
| Participation rate | 42.9% | 74.8%-31.9pp | 76.5%-33.7pp | 67.2%-24.4pp |
| Annual return | 15.13% | 54.98%-39.9pp | 29.46%-14.3pp | 1369.70%-1354.6pp |
| Employer contribution / active EE | $1,091 | $2,362-53.8% | $3,023-63.9% | $2,626-58.4% |
| Participant deferral / active EE | $1,729 | $4,417-60.9% | $5,055-65.8% | $4,350-60.3% |
| Admin fee / account holder | $9,343 | $2,002+366.7% | $9,462-1.3% | $1,945+380.4% |