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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 | $37,725 | $115,796-67.4% | $101,264-62.7% | $158,950-76.3% |
| Participation rate | 37.5% | 79.4%-41.9pp | 75.8%-38.3pp | 82.0%-44.5pp |
| Annual return | 69.90% | 56.15%+13.7pp | 46.48%+23.4pp | 302.91%-233.0pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $675 | $4,958-86.4% | $4,370-84.6% | $5,983-88.7% |
| Admin fee / account holder | $5,359 | $7,247-26.1% | $5,947-9.9% | $11,248-52.4% |