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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 | $22,353 | $82,630-72.9% | $64,105-65.1% | $125,389-82.2% |
| Participation rate | 58.3% | 75.9%-17.5pp | 68.2%-9.8pp | 83.2%-24.9pp |
| Annual return | -1.46% | 1489.72%-1491.2pp | 791.24%-792.7pp | 282.24%-283.7pp |
| Employer contribution / active EE | $417 | $2,671-84.4% | $1,820-77.1% | $4,866-91.4% |
| Participant deferral / active EE | $417 | $3,608-88.4% | $2,822-85.2% | $5,352-92.2% |
| Admin fee / account holder | $546 | $6,382-91.4% | $4,499-87.9% | $9,541-94.3% |