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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 | $41,020 | $124,346-67.0% | $111,306-63.1% | $167,553-75.5% |
| Participation rate | 18.2% | 79.6%-61.5pp | 77.3%-59.1pp | 82.1%-63.9pp |
| Annual return | 10.29% | 37.46%-27.2pp | 54.67%-44.4pp | 478.89%-468.6pp |
| Employer contribution / active EE | $0 | $3,438-100.0% | $2,732-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $200 | $5,182-96.1% | $4,488-95.5% | $6,343-96.9% |
| Admin fee / account holder | $954 | $10,623-91.0% | $7,966-88.0% | $12,316-92.3% |