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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 | $40,500 | $76,519-47.1% | $56,025-27.7% | $145,897-72.2% |
| Participation rate | 45.5% | 63.2%-17.8pp | 52.5%-7.1pp | 80.3%-34.9pp |
| Annual return | 11.61% | 3017.03%-3005.4pp | 1712.69%-1701.1pp | 552.29%-540.7pp |
| Employer contribution / active EE | $27 | $1,383-98.0% | $1,042-97.4% | $4,663-99.4% |
| Participant deferral / active EE | $27 | $2,624-99.0% | $1,955-98.6% | $6,689-99.6% |
| Admin fee / account holder | $445 | $3,331-86.6% | $2,828-84.3% | $13,390-96.7% |