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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 | $43,675 | $137,414-68.2% | $189,537-77.0% | $85,847-49.1% |
| Participation rate | 69.0% | 84.6%-15.6pp | 87.8%-18.8pp | 69.3%-0.4pp |
| Annual return | 13.73% | 38.14%-24.4pp | 555.34%-541.6pp | 318.61%-304.9pp |
| Employer contribution / active EE | $0 | $4,344-100.0% | $6,161-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,809 | $6,260-71.1% | $8,220-78.0% | $3,952-54.2% |
| Admin fee / account holder | $9,370 | $8,630+8.6% | $12,048-22.2% | $6,261+49.7% |