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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 | $39,793 | $79,189-49.7% | $102,457-61.2% | $74,400-46.5% |
| Participation rate | 37.9% | 74.8%-36.9pp | 76.5%-38.6pp | 67.2%-29.4pp |
| Annual return | 14.64% | 54.98%-40.3pp | 29.41%-14.8pp | 1367.51%-1352.9pp |
| Employer contribution / active EE | $824 | $2,362-65.1% | $3,022-72.7% | $2,624-68.6% |
| Participant deferral / active EE | $1,215 | $4,415-72.5% | $5,054-76.0% | $4,348-72.1% |
| Admin fee / account holder | $6,227 | $2,002+211.0% | $9,451-34.1% | $1,944+220.4% |