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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 | $35,605 | $59,448-40.1% | $93,696-62.0% | $74,459-52.2% |
| Participation rate | 42.2% | 59.6%-17.4pp | 68.7%-26.5pp | 67.2%-25.0pp |
| Annual return | 12.90% | 82.11%-69.2pp | 133.74%-120.8pp | 1369.70%-1356.8pp |
| Employer contribution / active EE | $824 | $1,266-34.9% | $2,422-66.0% | $2,626-68.6% |
| Participant deferral / active EE | $1,270 | $3,052-58.4% | $4,417-71.2% | $4,350-70.8% |
| Admin fee / account holder | $1,818 | $3,027-39.9% | $8,287-78.1% | $1,945-6.5% |