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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 | $43,361 | $180,749-76.0% | $160,784-73.0% | $137,256-68.4% |
| Participation rate | 33.3% | 80.0%-46.6pp | 77.0%-43.6pp | 80.0%-46.6pp |
| Annual return | 10.39% | 2234.46%-2224.1pp | 1803.92%-1793.5pp | 220.34%-210.0pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $318 | $6,844-95.4% | $6,293-94.9% | $6,407-95.0% |
| Admin fee / account holder | $5,292 | $10,397-49.1% | $9,717-45.5% | $12,270-56.9% |