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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 | $34,533 | $82,133-58.0% | $147,318-76.6% | $64,097-46.1% |
| Participation rate | 18.8% | 62.3%-43.5pp | 82.1%-63.3pp | 55.2%-36.4pp |
| Annual return | 16.41% | 78.78%-62.4pp | 70.43%-54.0pp | 34.64%-18.2pp |
| Employer contribution / active EE | $0 | $2,872-100.0% | $4,593-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $750 | $5,407-86.1% | $7,906-90.5% | $3,080-75.7% |
| Admin fee / account holder | $366 | $3,730-90.2% | $13,708-97.3% | $3,454-89.4% |