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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 | $21,240 | $63,346-66.5% | $92,240-77.0% | $70,126-69.7% |
| Participation rate | 41.2% | 68.7%-27.5pp | 76.5%-35.3pp | 69.5%-28.4pp |
| Annual return | 46.61% | 530.19%-483.6pp | 176.29%-129.7pp | 73.15%-26.5pp |
| Employer contribution / active EE | $840 | $2,471-66.0% | $3,680-77.2% | $2,343-64.1% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $411 | $3,841-89.3% | $5,194-92.1% | $4,645-91.1% |