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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 | $37,699 | $102,385-63.2% | $147,080-74.4% | $80,935-53.4% |
| Participation rate | 7.7% | 75.9%-68.2pp | 82.2%-74.5pp | 67.7%-60.0pp |
| Annual return | 25.07% | 135.09%-110.0pp | 420.17%-395.1pp | 35.66%-10.6pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $201 | $6,651-97.0% | $8,066-97.5% | $4,299-95.3% |
| Admin fee / account holder | $2,758 | $7,951-65.3% | $12,989-78.8% | $6,924-60.2% |