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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 | $88,754-51.4% | $81,820-47.3% | $145,877-70.5% |
| Participation rate | 55.6% | 75.1%-19.5pp | 72.4%-16.8pp | 80.3%-24.7pp |
| Annual return | 10.52% | 1031.77%-1021.2pp | 777.93%-767.4pp | 551.28%-540.8pp |
| Employer contribution / active EE | $426 | $3,085-86.2% | $2,915-85.4% | $4,663-90.9% |
| Participant deferral / active EE | $614 | $4,648-86.8% | $4,323-85.8% | $6,691-90.8% |
| Admin fee / account holder | $40,405 | $8,424+379.7% | $7,391+446.7% | $13,402+201.5% |