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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 | $43,145 | $118,877-63.7% | $96,570-55.3% | $167,536-74.2% |
| Participation rate | 56.5% | 75.5%-19.0pp | 69.8%-13.3pp | 82.1%-25.6pp |
| Annual return | 29.44% | 50.50%-21.1pp | 37.79%-8.4pp | 478.82%-449.4pp |
| Employer contribution / active EE | $833 | $3,121-73.3% | $2,357-64.6% | $4,839-82.8% |
| Participant deferral / active EE | $0 | $4,617-100.0% | $3,849-100.0% | $6,342-100.0% |
| Admin fee / account holder | $421 | $8,069-94.8% | $6,182-93.2% | $12,315-96.6% |