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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 | $69,774-42.8% | $67,561-40.9% | $74,429-46.4% |
| Participation rate | 66.7% | 71.4%-4.7pp | 72.9%-6.2pp | 67.2%-0.5pp |
| Annual return | 15.38% | -40.53%+55.9pp | 3525.44%-3510.1pp | 1368.38%-1353.0pp |
| Employer contribution / active EE | $814 | $2,710-70.0% | $2,735-70.2% | $2,625-69.0% |
| Participant deferral / active EE | $705 | $3,636-80.6% | $4,003-82.4% | $4,348-83.8% |
| Admin fee / account holder | $2,861 | $890+221.6% | $4,006-28.6% | $1,944+47.2% |