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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 | $33,487 | $144,130-76.8% | $117,860-71.6% | $147,585-77.3% |
| Participation rate | 23.8% | 83.4%-59.6pp | 79.7%-55.9pp | 82.8%-59.0pp |
| Annual return | 17.94% | 531.20%-513.3pp | 335.10%-317.2pp | 578.58%-560.6pp |
| Employer contribution / active EE | $0 | $4,897-100.0% | $3,786-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $425 | $5,316-92.0% | $4,482-90.5% | $5,439-92.2% |
| Admin fee / account holder | $594 | $10,887-94.5% | $8,021-92.6% | $10,886-94.5% |