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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 | $33,101 | $107,363-69.2% | $92,909-64.4% | $152,897-78.4% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.0%-26.0pp | 82.5%-32.5pp |
| Annual return | 18.33% | 145.63%-127.3pp | 109.44%-91.1pp | 345.43%-327.1pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $943 | $4,848-80.6% | $4,238-77.8% | $5,851-83.9% |
| Admin fee / account holder | $307 | $7,082-95.7% | $5,795-94.7% | $11,599-97.4% |