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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 | $34,467 | $125,190-72.5% | $105,624-67.4% | $145,897-76.4% |
| Participation rate | 37.5% | 77.6%-40.1pp | 75.3%-37.8pp | 80.3%-42.8pp |
| Annual return | 13.04% | 225.22%-212.2pp | 116.20%-103.2pp | 552.29%-539.3pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,168-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $785 | $5,716-86.3% | $5,013-84.3% | $6,689-88.3% |
| Admin fee / account holder | $15,501 | $17,138-9.6% | $10,961+41.4% | $13,390+15.8% |