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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 | $34,865 | $76,368-54.3% | $67,681-48.5% | $154,746-77.5% |
| Participation rate | 33.3% | 79.0%-45.6pp | 73.7%-40.4pp | 80.7%-47.4pp |
| Annual return | 12.02% | 1066.77%-1054.8pp | 590.58%-578.6pp | 172.34%-160.3pp |
| Employer contribution / active EE | $974 | $3,151-69.1% | $2,678-63.6% | $4,379-77.8% |
| Participant deferral / active EE | $974 | $4,824-79.8% | $3,976-75.5% | $6,730-85.5% |
| Admin fee / account holder | $20,673 | $8,559+141.5% | $6,100+238.9% | $14,365+43.9% |