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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 | $25,349 | $125,190-79.8% | $105,624-76.0% | $145,897-82.6% |
| Participation rate | 47.8% | 77.6%-29.8pp | 75.3%-27.4pp | 80.3%-32.5pp |
| Annual return | 9.40% | 225.22%-215.8pp | 116.20%-106.8pp | 552.29%-542.9pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,168-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $429 | $5,716-92.5% | $5,013-91.4% | $6,689-93.6% |
| Admin fee / account holder | $4,399 | $17,138-74.3% | $10,961-59.9% | $13,390-67.2% |