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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 | $40,339 | $106,008-61.9% | $92,240-56.3% | $147,586-72.7% |
| Participation rate | 58.3% | 80.4%-22.1pp | 76.5%-18.1pp | 82.8%-24.5pp |
| Annual return | 17.32% | 50.05%-32.7pp | 176.29%-159.0pp | 578.59%-561.3pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,680-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $574 | $4,478-87.2% | $3,897-85.3% | $5,439-89.4% |
| Admin fee / account holder | $1,914 | $6,333-69.8% | $5,194-63.1% | $10,886-82.4% |