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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 | $38,848 | $155,833-75.1% | $124,693-68.8% | $167,536-76.8% |
| Participation rate | 9.5% | 81.1%-71.6pp | 74.6%-65.1pp | 82.1%-72.6pp |
| Annual return | 20.77% | 17.98%+2.8pp | 5144.19%-5123.4pp | 478.82%-458.0pp |
| Employer contribution / active EE | $0 | $4,164-100.0% | $3,324-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $374 | $5,675-93.4% | $4,615-91.9% | $6,342-94.1% |
| Admin fee / account holder | $2,300 | $9,534-75.9% | $7,494-69.3% | $12,315-81.3% |