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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 | $42,553 | $52,353-18.7% | $120,225-64.6% | $82,448-48.4% |
| Participation rate | 18.8% | 58.3%-39.6pp | 69.6%-50.8pp | 68.1%-49.3pp |
| Annual return | 14.03% | 61.85%-47.8pp | 439.23%-425.2pp | 41.64%-27.6pp |
| Employer contribution / active EE | $0 | $1,510-100.0% | $3,475-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $441 | $2,627-83.2% | $3,999-89.0% | $4,139-89.4% |
| Admin fee / account holder | $962 | $4,363-78.0% | $5,696-83.1% | $7,234-86.7% |