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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 | $78,529-44.0% | $105,591-58.3% | $74,400-40.9% |
| Participation rate | 22.3% | 72.8%-50.5pp | 75.3%-53.0pp | 67.2%-44.9pp |
| Annual return | 13.97% | 15.94%-2.0pp | 116.43%-102.5pp | 1367.51%-1353.5pp |
| Employer contribution / active EE | $761 | $2,522-69.8% | $3,166-76.0% | $2,624-71.0% |
| Participant deferral / active EE | $1,468 | $4,321-66.0% | $5,008-70.7% | $4,348-66.2% |
| Admin fee / account holder | $3,144 | $2,216+41.9% | $11,024-71.5% | $1,944+61.7% |