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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 | $43,989 | $78,607-44.0% | $105,624-58.4% | $74,478-40.9% |
| Participation rate | 22.3% | 72.8%-50.5pp | 75.3%-53.0pp | 67.2%-44.9pp |
| Annual return | 13.97% | 15.96%-2.0pp | 116.20%-102.2pp | 1370.56%-1356.6pp |
| Employer contribution / active EE | $761 | $2,523-69.8% | $3,168-76.0% | $2,626-71.0% |
| Participant deferral / active EE | $1,468 | $4,325-66.1% | $5,013-70.7% | $4,350-66.3% |
| Admin fee / account holder | $3,144 | $2,220+41.6% | $10,961-71.3% | $1,946+61.6% |