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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 | $40,595 | $58,714-30.9% | $142,874-71.6% | $85,856-52.7% |
| Participation rate | 13.6% | 58.5%-44.9pp | 72.0%-58.4pp | 69.3%-55.7pp |
| Annual return | 18.23% | 27.73%-9.5pp | 5638.58%-5620.4pp | 318.58%-300.4pp |
| Employer contribution / active EE | $537 | $1,423-62.3% | $4,145-87.0% | $2,565-79.1% |
| Participant deferral / active EE | $901 | $2,608-65.5% | $3,838-76.5% | $3,952-77.2% |
| Admin fee / account holder | $1,091 | $4,241-74.3% | $6,561-83.4% | $6,261-82.6% |