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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 | $29,589 | $106,005-72.1% | $92,239-67.9% | $147,585-80.0% |
| Participation rate | 42.9% | 80.4%-37.6pp | 76.5%-33.6pp | 82.8%-40.0pp |
| Annual return | 11.39% | 50.05%-38.7pp | 176.29%-164.9pp | 578.58%-567.2pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,680-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $186 | $4,478-95.9% | $3,897-95.2% | $5,439-96.6% |
| Admin fee / account holder | $4,206 | $6,333-33.6% | $5,194-19.0% | $10,886-61.4% |