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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 | $25,857 | $103,008-74.9% | $90,304-71.4% | $152,897-83.1% |
| Participation rate | 40.0% | 75.9%-35.9pp | 73.3%-33.3pp | 82.5%-42.5pp |
| Annual return | 16.85% | 95.22%-78.4pp | 78.13%-61.3pp | 345.43%-328.6pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,855-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $318 | $4,281-92.6% | $3,885-91.8% | $5,851-94.6% |
| Admin fee / account holder | $835 | $6,175-86.5% | $5,354-84.4% | $11,599-92.8% |