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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 | $59,456-50.2% | $93,669-68.4% | $74,429-60.2% |
| Participation rate | 19.1% | 59.6%-40.6pp | 68.7%-49.6pp | 67.2%-48.1pp |
| Annual return | 13.37% | 82.00%-68.6pp | 133.59%-120.2pp | 1368.38%-1355.0pp |
| Employer contribution / active EE | $439 | $1,266-65.3% | $2,424-81.9% | $2,625-83.3% |
| Participant deferral / active EE | $656 | $3,052-78.5% | $4,416-85.1% | $4,348-84.9% |
| Admin fee / account holder | $1,717 | $3,026-43.3% | $8,291-79.3% | $1,944-11.7% |