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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 | $41,087 | $96,508-57.4% | $75,901-45.9% | $152,897-73.1% |
| Participation rate | 38.1% | 76.2%-38.1pp | 69.3%-31.2pp | 82.5%-44.4pp |
| Annual return | 18.43% | 33.99%-15.6pp | 30.76%-12.3pp | 345.43%-327.0pp |
| Employer contribution / active EE | $0 | $3,310-100.0% | $2,501-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $639 | $4,554-86.0% | $3,603-82.3% | $5,851-89.1% |
| Admin fee / account holder | $490 | $8,081-93.9% | $5,420-91.0% | $11,599-95.8% |