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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 | $28,025 | $111,830-74.9% | $93,696-70.1% | $145,884-80.8% |
| Participation rate | 42.9% | 74.2%-31.4pp | 68.7%-25.9pp | 80.3%-37.4pp |
| Annual return | 44.49% | 204.08%-159.6pp | 133.74%-89.3pp | 551.85%-507.4pp |
| Employer contribution / active EE | $0 | $3,093-100.0% | $2,422-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $843 | $4,920-82.9% | $4,417-80.9% | $6,690-87.4% |
| Admin fee / account holder | $2,252 | $10,249-78.0% | $8,287-72.8% | $13,392-83.2% |