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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 | $21,945 | $69,774-68.5% | $67,575-67.5% | $74,459-70.5% |
| Participation rate | 40.0% | 71.4%-31.4pp | 72.9%-32.9pp | 67.2%-27.2pp |
| Annual return | 13.82% | -40.53%+54.4pp | 3528.98%-3515.2pp | 1369.70%-1355.9pp |
| Employer contribution / active EE | $861 | $2,710-68.2% | $2,736-68.5% | $2,626-67.2% |
| Participant deferral / active EE | $1,005 | $3,636-72.4% | $4,003-74.9% | $4,350-76.9% |
| Admin fee / account holder | $3,449 | $890+287.6% | $3,993-13.6% | $1,945+77.3% |