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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 | $69,774-33.1% | $67,575-31.0% | $74,459-37.3% |
| Participation rate | 43.0% | 71.4%-28.4pp | 72.9%-29.9pp | 67.2%-24.2pp |
| Annual return | 18.04% | -40.53%+58.6pp | 3528.98%-3510.9pp | 1369.70%-1351.7pp |
| Employer contribution / active EE | $928 | $2,710-65.7% | $2,736-66.1% | $2,626-64.6% |
| Participant deferral / active EE | $1,015 | $3,636-72.1% | $4,003-74.7% | $4,350-76.7% |
| Admin fee / account holder | $4,219 | $890+374.1% | $3,993+5.7% | $1,945+116.9% |