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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 | $40,203 | $82,630-51.3% | $64,105-37.3% | $125,393-67.9% |
| Participation rate | 64.3% | 75.9%-11.6pp | 68.2%-3.9pp | 83.2%-18.9pp |
| Annual return | 0.43% | 1489.72%-1489.3pp | 791.24%-790.8pp | 282.23%-281.8pp |
| Employer contribution / active EE | $502 | $2,671-81.2% | $1,820-72.4% | $4,866-89.7% |
| Participant deferral / active EE | $634 | $3,608-82.4% | $2,822-77.5% | $5,351-88.2% |
| Admin fee / account holder | $1,509 | $6,382-76.4% | $4,499-66.5% | $9,541-84.2% |