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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 | $39,602 | $52,353-24.4% | $120,225-67.1% | $82,448-52.0% |
| Participation rate | 21.7% | 58.3%-36.6pp | 69.6%-47.9pp | 68.1%-46.4pp |
| Annual return | 14.10% | 61.85%-47.8pp | 439.23%-425.1pp | 41.64%-27.5pp |
| Employer contribution / active EE | $0 | $1,510-100.0% | $3,475-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $579 | $2,627-78.0% | $3,999-85.5% | $4,139-86.0% |
| Admin fee / account holder | $2,208 | $4,363-49.4% | $5,696-61.2% | $7,234-69.5% |