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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 | $38,697 | $110,093-64.9% | $97,295-60.2% | $145,897-73.5% |
| Participation rate | 13.6% | 75.9%-62.3pp | 72.7%-59.0pp | 80.3%-66.7pp |
| Annual return | 7.87% | 244.76%-236.9pp | 75.62%-67.7pp | 552.29%-544.4pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $2,723-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $414 | $4,678-91.2% | $4,264-90.3% | $6,689-93.8% |
| Admin fee / account holder | $3,796 | $6,212-38.9% | $5,646-32.8% | $13,390-71.7% |