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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 | $27,002 | $85,766-68.5% | $136,298-80.2% | $70,126-61.5% |
| Participation rate | 43.8% | 74.2%-30.4pp | 81.9%-38.2pp | 69.5%-25.8pp |
| Annual return | 21.72% | 31.46%-9.7pp | 5156.27%-5134.5pp | 73.15%-51.4pp |
| Employer contribution / active EE | $4,239 | $2,966+42.9% | $4,696-9.7% | $2,343+81.0% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,435 | $5,421-73.5% | $9,244-84.5% | $4,645-69.1% |