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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 | $67,823-50.9% | $52,425-36.5% | $137,256-75.7% |
| Participation rate | 40.0% | 63.9%-23.9pp | 55.6%-15.6pp | 80.0%-40.0pp |
| Annual return | 10.48% | 219.11%-208.6pp | 302.12%-291.6pp | 220.34%-209.9pp |
| Employer contribution / active EE | $3,000 | $1,163+158.0% | $914+228.2% | $4,156-27.8% |
| Participant deferral / active EE | $0 | $2,288-100.0% | $1,790-100.0% | $6,407-100.0% |
| Admin fee / account holder | $932 | $2,844-67.2% | $2,495-62.7% | $12,270-92.4% |