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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 | $34,404 | $56,116-38.7% | $135,768-74.7% | $86,983-60.4% |
| Participation rate | 17.9% | 60.1%-42.3pp | 71.1%-53.2pp | 69.5%-51.7pp |
| Annual return | 15.12% | 125.33%-110.2pp | 526.10%-511.0pp | 25.83%-10.7pp |
| Employer contribution / active EE | $430 | $1,528-71.8% | $3,394-87.3% | $2,584-83.3% |
| Participant deferral / active EE | $651 | $2,690-75.8% | $3,977-83.6% | $4,194-84.5% |
| Admin fee / account holder | $11,223 | $4,314+160.2% | $7,048+59.2% | $7,856+42.9% |