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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 | $38,817 | $29,051+33.6% | $52,425-26.0% | $67,986-42.9% |
| Participation rate | 4.6% | 30.4%-25.8pp | 55.6%-51.0pp | 57.2%-52.6pp |
| Annual return | 18.45% | 24.00%-5.6pp | 302.12%-283.7pp | 31.67%-13.2pp |
| Employer contribution / active EE | $92 | $412-77.6% | $914-89.9% | $2,019-95.4% |
| Participant deferral / active EE | $136 | $873-84.4% | $1,790-92.4% | $3,358-95.9% |
| Admin fee / account holder | $1,459 | $2,113-31.0% | $2,495-41.5% | $3,203-54.5% |