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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 | $33,296 | $82,630-59.7% | $64,105-48.1% | $125,393-73.4% |
| Participation rate | 50.0% | 75.9%-25.9pp | 68.2%-18.2pp | 83.2%-33.2pp |
| Annual return | 1.43% | 1489.72%-1488.3pp | 791.24%-789.8pp | 282.23%-280.8pp |
| Employer contribution / active EE | $279 | $2,671-89.5% | $1,820-84.7% | $4,866-94.3% |
| Participant deferral / active EE | $493 | $3,608-86.3% | $2,822-82.5% | $5,351-90.8% |
| Admin fee / account holder | $14,561 | $6,382+128.2% | $4,499+223.6% | $9,541+52.6% |