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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 | $35,818 | $96,630-62.9% | $86,605-58.6% | $139,427-74.3% |
| Participation rate | 34.8% | 74.4%-39.6pp | 71.7%-36.9pp | 80.3%-45.5pp |
| Annual return | 20.57% | 106.48%-85.9pp | 591.39%-570.8pp | 373.27%-352.7pp |
| Employer contribution / active EE | $2,999 | $3,264-8.1% | $3,023-0.8% | $4,752-36.9% |
| Participant deferral / active EE | $0 | $4,836-100.0% | $4,438-100.0% | $6,711-100.0% |
| Admin fee / account holder | $5,994 | $6,405-6.4% | $5,611+6.8% | $11,404-47.4% |