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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 | $70,866 | $111,878-36.7% | $93,727-24.4% | $145,897-51.4% |
| Participation rate | 42.9% | 74.2%-31.4pp | 68.7%-25.9pp | 80.3%-37.4pp |
| Annual return | 12.33% | 204.28%-191.9pp | 133.83%-121.5pp | 552.29%-540.0pp |
| Employer contribution / active EE | $0 | $3,092-100.0% | $2,421-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $939 | $4,920-80.9% | $4,417-78.7% | $6,689-86.0% |
| Admin fee / account holder | $833 | $10,256-91.9% | $8,292-90.0% | $13,390-93.8% |