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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 | $47,063 | $111,787-57.9% | $93,681-49.8% | $145,978-67.8% |
| Participation rate | 42.1% | 74.2%-32.1pp | 68.7%-26.6pp | 80.3%-38.2pp |
| Annual return | 11.84% | 203.52%-191.7pp | 133.47%-121.6pp | 550.52%-538.7pp |
| Employer contribution / active EE | $0 | $3,093-100.0% | $2,422-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $875 | $4,918-82.2% | $4,415-80.2% | $6,690-86.9% |
| Admin fee / account holder | $432 | $10,256-95.8% | $8,290-94.8% | $13,400-96.8% |