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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 | $38,784 | $154,754-74.9% | $124,206-68.8% | $138,895-72.1% |
| Participation rate | 6.3% | 75.5%-69.2pp | 69.6%-63.3pp | 79.9%-73.7pp |
| Annual return | 16.48% | 709.28%-692.8pp | 515.27%-498.8pp | 145.39%-128.9pp |
| Employer contribution / active EE | $0 | $4,446-100.0% | $3,540-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $34 | $4,621-99.3% | $3,968-99.1% | $6,396-99.5% |
| Admin fee / account holder | $392 | $6,690-94.1% | $5,929-93.4% | $12,562-96.9% |