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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 | $37,491 | $80,812-53.6% | $160,784-76.7% | $82,448-54.5% |
| Participation rate | 41.7% | 66.2%-24.6pp | 77.0%-35.3pp | 68.1%-26.4pp |
| Annual return | 16.02% | 100.59%-84.6pp | 1803.92%-1787.9pp | 41.64%-25.6pp |
| Employer contribution / active EE | $883 | $2,174-59.4% | $3,733-76.3% | $2,551-65.4% |
| Participant deferral / active EE | $1,093 | $4,335-74.8% | $6,293-82.6% | $4,139-73.6% |
| Admin fee / account holder | $2,072 | $7,695-73.1% | $9,717-78.7% | $7,234-71.4% |