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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 | $40,511 | $60,139-32.6% | $90,461-55.2% | $79,856-49.3% |
| Participation rate | 43.9% | 65.0%-21.1pp | 72.7%-28.8pp | 69.6%-25.7pp |
| Annual return | 14.01% | 71.96%-57.9pp | 1294.76%-1280.8pp | 31.71%-17.7pp |
| Employer contribution / active EE | $555 | $2,069-73.2% | $3,264-83.0% | $2,471-77.6% |
| Participant deferral / active EE | $632 | $2,939-78.5% | $3,964-84.1% | $3,741-83.1% |
| Admin fee / account holder | $5,165 | $3,978+29.8% | $5,617-8.0% | $5,306-2.7% |