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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 | $21,420 | $106,008-79.8% | $92,240-76.8% | $147,586-85.5% |
| Participation rate | 40.0% | 80.4%-40.4pp | 76.5%-36.5pp | 82.8%-42.8pp |
| Annual return | 14.89% | 50.05%-35.2pp | 176.29%-161.4pp | 578.59%-563.7pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,680-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $586 | $4,478-86.9% | $3,897-85.0% | $5,439-89.2% |
| Admin fee / account holder | $939 | $6,333-85.2% | $5,194-81.9% | $10,886-91.4% |