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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 | $79,181-20.9% | $102,423-38.8% | $74,429-15.8% |
| Participation rate | 42.9% | 74.8%-31.9pp | 76.5%-33.6pp | 67.2%-24.4pp |
| Annual return | 15.13% | 54.97%-39.8pp | 29.42%-14.3pp | 1368.38%-1353.3pp |
| Employer contribution / active EE | $1,091 | $2,362-53.8% | $3,023-63.9% | $2,625-58.4% |
| Participant deferral / active EE | $1,729 | $4,416-60.9% | $5,054-65.8% | $4,348-60.2% |
| Admin fee / account holder | $9,343 | $2,002+366.7% | $9,455-1.2% | $1,944+380.5% |