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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 | $49,704 | $137,414-63.8% | $189,537-73.8% | $85,847-42.1% |
| Participation rate | 44.4% | 84.6%-40.2pp | 87.8%-43.4pp | 69.3%-24.9pp |
| Annual return | 14.67% | 38.14%-23.5pp | 555.34%-540.7pp | 318.61%-303.9pp |
| Employer contribution / active EE | $0 | $4,344-100.0% | $6,161-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,181 | $6,260-81.1% | $8,220-85.6% | $3,952-70.1% |
| Admin fee / account holder | $876 | $8,630-89.8% | $12,048-92.7% | $6,261-86.0% |