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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 | $41,908 | $97,761-57.1% | $83,850-50.0% | $135,382-69.0% |
| Participation rate | 47.1% | 80.0%-32.9pp | 76.1%-29.1pp | 82.6%-35.6pp |
| Annual return | -9.61% | 1287.44%-1297.0pp | 850.92%-860.5pp | 519.77%-529.4pp |
| Employer contribution / active EE | $1,014 | $4,222-76.0% | $3,631-72.1% | $4,779-78.8% |
| Participant deferral / active EE | $1,021 | $4,682-78.2% | $4,082-75.0% | $5,609-81.8% |
| Admin fee / account holder | $605 | $6,674-90.9% | $5,478-89.0% | $10,829-94.4% |