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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 | $33,305 | $69,118-51.8% | $53,647-37.9% | $138,895-76.0% |
| Participation rate | 40.0% | 64.0%-24.0pp | 56.3%-16.3pp | 79.9%-39.9pp |
| Annual return | 10.48% | 248.26%-237.8pp | 358.33%-347.9pp | 145.39%-134.9pp |
| Employer contribution / active EE | $3,000 | $1,189+152.2% | $962+211.8% | $4,194-28.5% |
| Participant deferral / active EE | $0 | $2,274-100.0% | $1,813-100.0% | $6,396-100.0% |
| Admin fee / account holder | $932 | $2,724-65.8% | $2,460-62.1% | $12,562-92.6% |