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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 | $38,745 | $95,415-59.4% | $185,851-79.2% | $85,851-54.9% |
| Participation rate | 36.7% | 68.8%-32.1pp | 81.7%-45.0pp | 69.3%-32.6pp |
| Annual return | 22.50% | 23.59%-1.1pp | 122.11%-99.6pp | 318.63%-296.1pp |
| Employer contribution / active EE | $1,034 | $3,314-68.8% | $5,168-80.0% | $2,565-59.7% |
| Participant deferral / active EE | $643 | $3,424-81.2% | $5,569-88.4% | $3,952-83.7% |
| Admin fee / account holder | $19,615 | $7,215+171.9% | $16,245+20.7% | $6,261+213.3% |