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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 | $23,611 | $82,630-71.4% | $64,105-63.2% | $125,388-81.2% |
| Participation rate | 42.9% | 75.9%-33.0pp | 68.2%-25.3pp | 83.2%-40.3pp |
| Annual return | -3.30% | 1489.72%-1493.0pp | 791.24%-794.5pp | 282.24%-285.5pp |
| Employer contribution / active EE | $440 | $2,671-83.5% | $1,820-75.8% | $4,866-91.0% |
| Participant deferral / active EE | $171 | $3,608-95.2% | $2,822-93.9% | $5,352-96.8% |
| Admin fee / account holder | $4,672 | $6,382-26.8% | $4,499+3.8% | $9,541-51.0% |