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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 | $58,726-30.9% | $142,898-71.6% | $85,847-52.7% |
| Participation rate | 13.6% | 58.5%-44.9pp | 72.0%-58.4pp | 69.3%-55.7pp |
| Annual return | 18.23% | 27.73%-9.5pp | 5639.64%-5621.4pp | 318.61%-300.4pp |
| Employer contribution / active EE | $537 | $1,424-62.3% | $4,146-87.0% | $2,565-79.1% |
| Participant deferral / active EE | $901 | $2,609-65.5% | $3,838-76.5% | $3,952-77.2% |
| Admin fee / account holder | $1,091 | $4,234-74.2% | $6,560-83.4% | $6,261-82.6% |