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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 | $46,658 | $69,745-33.1% | $67,511-30.9% | $74,546-37.4% |
| Participation rate | 43.0% | 71.3%-28.3pp | 72.9%-29.9pp | 67.2%-24.2pp |
| Annual return | 18.04% | -40.37%+58.4pp | 3517.41%-3499.4pp | 1366.03%-1348.0pp |
| Employer contribution / active EE | $928 | $2,705-65.7% | $2,733-66.0% | $2,624-64.6% |
| Participant deferral / active EE | $1,015 | $3,636-72.1% | $4,000-74.6% | $4,347-76.7% |
| Admin fee / account holder | $4,219 | $894+371.9% | $3,999+5.5% | $1,944+117.1% |