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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 | $24,351 | $80,812-69.9% | $160,784-84.9% | $82,448-70.5% |
| Participation rate | 46.4% | 66.2%-19.8pp | 77.0%-30.5pp | 68.1%-21.6pp |
| Annual return | 19.13% | 100.59%-81.5pp | 1803.92%-1784.8pp | 41.64%-22.5pp |
| Employer contribution / active EE | $818 | $2,174-62.4% | $3,733-78.1% | $2,551-67.9% |
| Participant deferral / active EE | $1,242 | $4,335-71.4% | $6,293-80.3% | $4,139-70.0% |
| Admin fee / account holder | $399 | $7,695-94.8% | $9,717-95.9% | $7,234-94.5% |