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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 | $35,099 | $102,429-65.7% | $147,096-76.1% | $80,925-56.6% |
| Participation rate | 22.2% | 75.9%-53.6pp | 82.2%-60.0pp | 67.7%-45.4pp |
| Annual return | 21.08% | 135.02%-113.9pp | 419.75%-398.7pp | 35.65%-14.6pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,909 | $6,649-71.3% | $8,071-76.3% | $4,299-55.6% |
| Admin fee / account holder | $2,324 | $7,957-70.8% | $13,005-82.1% | $6,940-66.5% |