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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 | $111,785-74.9% | $93,669-70.1% | $145,877-80.8% |
| Participation rate | 42.9% | 74.2%-31.4pp | 68.7%-25.9pp | 80.3%-37.4pp |
| Annual return | 44.49% | 203.79%-159.3pp | 133.59%-89.1pp | 551.28%-506.8pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,424-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $843 | $4,919-82.9% | $4,416-80.9% | $6,691-87.4% |
| Admin fee / account holder | $2,252 | $10,256-78.0% | $8,291-72.8% | $13,402-83.2% |