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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 | $39,910 | $69,708-42.7% | $67,560-40.9% | $74,478-46.4% |
| Participation rate | 66.7% | 71.4%-4.8pp | 72.9%-6.3pp | 67.2%-0.6pp |
| Annual return | 15.38% | -40.67%+56.1pp | 3533.50%-3518.1pp | 1370.56%-1355.2pp |
| Employer contribution / active EE | $814 | $2,715-70.0% | $2,737-70.3% | $2,626-69.0% |
| Participant deferral / active EE | $705 | $3,637-80.6% | $4,004-82.4% | $4,350-83.8% |
| Admin fee / account holder | $2,861 | $887+222.6% | $3,994-28.4% | $1,946+47.1% |