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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 | $35,252 | $84,741-58.4% | $75,731-53.5% | $167,553-79.0% |
| Participation rate | 52.2% | 77.8%-25.7pp | 74.8%-22.7pp | 82.1%-29.9pp |
| Annual return | 22.07% | 199.72%-177.7pp | 104.65%-82.6pp | 478.89%-456.8pp |
| Employer contribution / active EE | $0 | $3,230-100.0% | $2,743-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $851 | $4,577-81.4% | $3,820-77.7% | $6,343-86.6% |
| Admin fee / account holder | $453 | $5,361-91.5% | $3,620-87.5% | $12,316-96.3% |