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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 | $39,207 | $76,368-48.7% | $67,681-42.1% | $154,746-74.7% |
| Participation rate | 15.4% | 79.0%-63.6pp | 73.7%-58.3pp | 80.7%-65.3pp |
| Annual return | 9.46% | 1066.77%-1057.3pp | 590.58%-581.1pp | 172.34%-162.9pp |
| Employer contribution / active EE | $414 | $3,151-86.9% | $2,678-84.6% | $4,379-90.6% |
| Participant deferral / active EE | $915 | $4,824-81.0% | $3,976-77.0% | $6,730-86.4% |
| Admin fee / account holder | $27,086 | $8,559+216.4% | $6,100+344.1% | $14,365+88.6% |