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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 | $38,930 | $96,123-59.5% | $77,361-49.7% | $198,609-80.4% |
| Participation rate | 40.0% | 81.1%-41.1pp | 75.0%-35.0pp | 82.4%-42.4pp |
| Annual return | 8.63% | 2054.81%-2046.2pp | 1011.54%-1002.9pp | 202.70%-194.1pp |
| Employer contribution / active EE | $1,080 | $3,791-71.5% | $2,990-63.9% | $5,055-78.6% |
| Participant deferral / active EE | $1,350 | $4,975-72.9% | $3,911-65.5% | $6,977-80.7% |
| Admin fee / account holder | $2,036 | $9,471-78.5% | $5,894-65.5% | $19,030-89.3% |