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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 | $37,944 | $106,923-64.5% | $84,023-54.8% | $152,909-75.2% |
| Participation rate | 50.0% | 75.3%-25.3pp | 69.0%-19.0pp | 82.5%-32.5pp |
| Annual return | 26.91% | 105.02%-78.1pp | 71.32%-44.4pp | 345.46%-318.6pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $634 | $4,013-84.2% | $3,239-80.4% | $5,851-89.2% |
| Admin fee / account holder | $10,362 | $8,289+25.0% | $6,102+69.8% | $11,601-10.7% |