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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 | $20,451 | $82,630-75.2% | $64,105-68.1% | $125,389-83.7% |
| Participation rate | 35.3% | 75.9%-40.6pp | 68.2%-32.9pp | 83.2%-47.9pp |
| Annual return | 0.90% | 1489.72%-1488.8pp | 791.24%-790.3pp | 282.24%-281.3pp |
| Employer contribution / active EE | $556 | $2,671-79.2% | $1,820-69.4% | $4,866-88.6% |
| Participant deferral / active EE | $556 | $3,608-84.6% | $2,822-80.3% | $5,352-89.6% |
| Admin fee / account holder | $2,981 | $6,382-53.3% | $4,499-33.8% | $9,541-68.8% |