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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 | $43,475 | $63,342-31.4% | $92,236-52.9% | $70,131-38.0% |
| Participation rate | 38.7% | 68.7%-30.0pp | 76.5%-37.8pp | 69.5%-30.8pp |
| Annual return | 16.51% | 530.15%-513.6pp | 176.29%-159.8pp | 73.14%-56.6pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $534 | $2,854-81.3% | $3,897-86.3% | $3,332-84.0% |
| Admin fee / account holder | $438 | $3,840-88.6% | $5,194-91.6% | $4,645-90.6% |