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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 | $29,539 | $96,678-69.4% | $86,640-65.9% | $139,466-78.8% |
| Participation rate | 33.3% | 74.4%-41.1pp | 71.7%-38.4pp | 80.3%-47.0pp |
| Annual return | 13.07% | 106.69%-93.6pp | 592.52%-579.5pp | 373.66%-360.6pp |
| Employer contribution / active EE | $0 | $3,265-100.0% | $3,024-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $498 | $4,837-89.7% | $4,438-88.8% | $6,712-92.6% |
| Admin fee / account holder | $2,279 | $6,410-64.4% | $5,616-59.4% | $11,409-80.0% |