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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 | $25,278 | $70,418-64.1% | $96,570-73.8% | $85,847-70.6% |
| Participation rate | 43.4% | 61.8%-18.4pp | 69.8%-26.4pp | 69.3%-25.9pp |
| Annual return | 357.10% | 18.59%+338.5pp | 37.79%+319.3pp | 318.61%+38.5pp |
| Employer contribution / active EE | $399 | $1,413-71.8% | $2,357-83.1% | $2,565-84.5% |
| Participant deferral / active EE | $711 | $2,894-75.4% | $3,849-81.5% | $3,952-82.0% |
| Admin fee / account holder | $322 | $4,995-93.6% | $6,182-94.8% | $6,261-94.9% |