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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 | $26,558 | $109,372-75.7% | $89,414-70.3% | $158,966-83.3% |
| Participation rate | 37.5% | 74.3%-36.8pp | 68.0%-30.5pp | 82.0%-44.5pp |
| Annual return | 11.98% | 345.55%-333.6pp | 245.50%-233.5pp | 302.95%-291.0pp |
| Employer contribution / active EE | $0 | $3,171-100.0% | $2,586-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $323 | $4,598-93.0% | $3,890-91.7% | $5,983-94.6% |
| Admin fee / account holder | $2,883 | $6,156-53.2% | $4,883-41.0% | $11,250-74.4% |