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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 | $29,626 | $59,402-50.1% | $93,654-68.4% | $74,546-60.3% |
| Participation rate | 19.1% | 59.7%-40.6pp | 68.7%-49.6pp | 67.2%-48.1pp |
| Annual return | 13.37% | 81.86%-68.5pp | 133.34%-120.0pp | 1366.03%-1352.7pp |
| Employer contribution / active EE | $439 | $1,265-65.3% | $2,421-81.9% | $2,624-83.3% |
| Participant deferral / active EE | $656 | $3,049-78.5% | $4,413-85.1% | $4,347-84.9% |
| Admin fee / account holder | $1,717 | $3,023-43.2% | $8,282-79.3% | $1,944-11.7% |