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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 | $32,625 | $115,796-71.8% | $101,264-67.8% | $158,950-79.5% |
| Participation rate | 60.0% | 79.4%-19.4pp | 75.8%-15.8pp | 82.0%-22.0pp |
| Annual return | 17.50% | 56.15%-38.6pp | 46.48%-29.0pp | 302.91%-285.4pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $449 | $4,958-90.9% | $4,370-89.7% | $5,983-92.5% |
| Admin fee / account holder | $875 | $7,247-87.9% | $5,947-85.3% | $11,248-92.2% |