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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 | $42,997 | $40,566+6.0% | $96,754-55.6% | $64,728-33.6% |
| Participation rate | 10.5% | 24.8%-14.3pp | 70.3%-59.7pp | 57.9%-47.4pp |
| Annual return | 12.49% | 93.20%-80.7pp | 82.04%-69.5pp | 49.38%-36.9pp |
| Employer contribution / active EE | $1,082 | $808+33.9% | $2,679-59.6% | $2,243-51.8% |
| Participant deferral / active EE | $0 | $933-100.0% | $4,758-100.0% | $2,729-100.0% |
| Admin fee / account holder | $6,501 | $2,770+134.7% | $8,905-27.0% | $1,145+467.7% |