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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 | $40,809 | $111,830-63.5% | $93,696-56.4% | $145,884-72.0% |
| Participation rate | 43.5% | 74.2%-30.7pp | 68.7%-25.2pp | 80.3%-36.8pp |
| Annual return | 11.21% | 204.08%-192.9pp | 133.74%-122.5pp | 551.85%-540.6pp |
| Employer contribution / active EE | $0 | $3,093-100.0% | $2,422-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,113 | $4,920-77.4% | $4,417-74.8% | $6,690-83.4% |
| Admin fee / account holder | $5,257 | $10,249-48.7% | $8,287-36.6% | $13,392-60.7% |