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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 | $43,102 | $88,710-51.4% | $81,783-47.3% | $145,959-70.5% |
| Participation rate | 55.6% | 75.0%-19.5pp | 72.4%-16.8pp | 80.3%-24.7pp |
| Annual return | 10.52% | 1027.26%-1016.7pp | 775.05%-764.5pp | 561.95%-551.4pp |
| Employer contribution / active EE | $426 | $3,083-86.2% | $2,913-85.4% | $4,661-90.9% |
| Participant deferral / active EE | $614 | $4,645-86.8% | $4,320-85.8% | $6,689-90.8% |
| Admin fee / account holder | $40,405 | $8,407+380.6% | $7,380+447.5% | $13,398+201.6% |