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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 | $40,285 | $77,908-48.3% | $149,696-73.1% | $75,173-46.4% |
| Participation rate | 9.4% | 65.6%-56.2pp | 78.8%-69.4pp | 67.2%-57.8pp |
| Annual return | 17.93% | 31.73%-13.8pp | 134.46%-116.5pp | 160.72%-142.8pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $199 | $3,411-94.2% | $5,682-96.5% | $4,126-95.2% |
| Admin fee / account holder | $900 | $5,950-84.9% | $13,212-93.2% | $5,651-84.1% |