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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 | $31,839 | $102,422-68.9% | $147,117-78.4% | $80,959-60.7% |
| Participation rate | 11.6% | 75.9%-64.3pp | 82.2%-70.6pp | 67.7%-56.1pp |
| Annual return | 37.63% | 135.16%-97.5pp | 420.54%-382.9pp | 35.67%+2.0pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,025 | $6,652-84.6% | $8,065-87.3% | $4,300-76.2% |
| Admin fee / account holder | $2,433 | $7,953-69.4% | $12,993-81.3% | $6,925-64.9% |