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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 | $59,429 | $82,630-28.1% | $64,105-7.3% | $125,389-52.6% |
| Participation rate | 31.6% | 75.9%-44.3pp | 68.2%-36.6pp | 83.2%-51.6pp |
| Annual return | 1.59% | 1489.72%-1488.1pp | 791.24%-789.7pp | 282.24%-280.7pp |
| Employer contribution / active EE | $388 | $2,671-85.5% | $1,820-78.7% | $4,866-92.0% |
| Participant deferral / active EE | $437 | $3,608-87.9% | $2,822-84.5% | $5,352-91.8% |
| Admin fee / account holder | $2,493 | $6,382-60.9% | $4,499-44.6% | $9,541-73.9% |