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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 | $34,244 | $118,877-71.2% | $96,570-64.5% | $167,536-79.6% |
| Participation rate | 18.8% | 75.5%-56.7pp | 69.8%-51.1pp | 82.1%-63.4pp |
| Annual return | 9.52% | 50.50%-41.0pp | 37.79%-28.3pp | 478.82%-469.3pp |
| Employer contribution / active EE | $0 | $3,121-100.0% | $2,357-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $624 | $4,617-86.5% | $3,849-83.8% | $6,342-90.2% |
| Admin fee / account holder | $8,147 | $8,069+1.0% | $6,182+31.8% | $12,315-33.8% |