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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 | $40,240 | $88,603-54.6% | $69,890-42.4% | $134,545-70.1% |
| Participation rate | 46.7% | 74.9%-28.3pp | 70.5%-23.8pp | 81.2%-34.6pp |
| Annual return | -16.82% | 442.93%-459.8pp | 190.84%-207.7pp | 418.37%-435.2pp |
| Employer contribution / active EE | $548 | $3,236-83.1% | $2,560-78.6% | $4,742-88.4% |
| Participant deferral / active EE | $740 | $4,771-84.5% | $3,848-80.8% | $6,401-88.4% |
| Admin fee / account holder | $1,488 | $10,443-85.8% | $6,267-76.3% | $11,431-87.0% |