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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 | $59,456-40.1% | $93,669-62.0% | $74,429-52.2% |
| Participation rate | 42.2% | 59.6%-17.4pp | 68.7%-26.5pp | 67.2%-25.0pp |
| Annual return | 12.90% | 82.00%-69.1pp | 133.59%-120.7pp | 1368.38%-1355.5pp |
| Employer contribution / active EE | $824 | $1,266-34.9% | $2,424-66.0% | $2,625-68.6% |
| Participant deferral / active EE | $1,270 | $3,052-58.4% | $4,416-71.2% | $4,348-70.8% |
| Admin fee / account holder | $1,818 | $3,026-39.9% | $8,291-78.1% | $1,944-6.5% |