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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 | $43,986 | $84,685-48.1% | $73,836-40.4% | $125,389-64.9% |
| Participation rate | 37.5% | 76.8%-39.3pp | 73.4%-35.9pp | 83.2%-45.7pp |
| Annual return | -0.42% | 3123.80%-3124.2pp | 2268.06%-2268.5pp | 282.24%-282.7pp |
| Employer contribution / active EE | $476 | $3,123-84.8% | $2,787-82.9% | $4,866-90.2% |
| Participant deferral / active EE | $119 | $3,993-97.0% | $3,583-96.7% | $5,352-97.8% |
| Admin fee / account holder | $390 | $5,694-93.2% | $4,882-92.0% | $9,541-95.9% |