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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 | $53,688 | $97,729-45.1% | $83,830-36.0% | $135,379-60.3% |
| Participation rate | 39.1% | 80.0%-40.8pp | 76.1%-37.0pp | 82.6%-43.5pp |
| Annual return | -4.42% | 1287.52%-1291.9pp | 850.97%-855.4pp | 519.79%-524.2pp |
| Employer contribution / active EE | $791 | $4,222-81.3% | $3,631-78.2% | $4,779-83.4% |
| Participant deferral / active EE | $1,158 | $4,683-75.3% | $4,082-71.6% | $5,609-79.3% |
| Admin fee / account holder | $660 | $6,674-90.1% | $5,479-87.9% | $10,828-93.9% |