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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 | $42,674 | $102,393-58.3% | $147,041-71.0% | $80,911-47.3% |
| Participation rate | 39.7% | 75.9%-36.2pp | 82.2%-42.5pp | 67.6%-28.0pp |
| Annual return | 20.43% | 134.95%-114.5pp | 419.21%-398.8pp | 35.63%-15.2pp |
| Employer contribution / active EE | $1,037 | $3,715-72.1% | $4,935-79.0% | $2,756-62.4% |
| Participant deferral / active EE | $2,599 | $6,647-60.9% | $8,071-67.8% | $4,297-39.5% |
| Admin fee / account holder | $25,750 | $7,943+224.2% | $13,006+98.0% | $6,935+271.3% |