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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 | $34,304 | $29,319+17.0% | $52,425-34.6% | $82,448-58.4% |
| Participation rate | 3.6% | 46.9%-43.3pp | 55.6%-52.1pp | 68.1%-64.5pp |
| Annual return | 17.24% | 535.20%-518.0pp | 302.12%-284.9pp | 41.64%-24.4pp |
| Employer contribution / active EE | $73 | $586-87.6% | $914-92.0% | $2,551-97.1% |
| Participant deferral / active EE | $186 | $1,171-84.1% | $1,790-89.6% | $4,139-95.5% |
| Admin fee / account holder | $854 | $1,962-56.5% | $2,495-65.8% | $7,234-88.2% |