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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 | $43,391 | $102,595-57.7% | $94,057-53.9% | $154,746-72.0% |
| Participation rate | 16.7% | 76.0%-59.3pp | 73.3%-56.7pp | 80.7%-64.0pp |
| Annual return | 10.79% | 583.42%-572.6pp | 480.62%-469.8pp | 172.34%-161.6pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $497 | $5,118-90.3% | $4,709-89.4% | $6,730-92.6% |
| Admin fee / account holder | $8,313 | $7,736+7.5% | $7,244+14.8% | $14,365-42.1% |