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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 | $37,941 | $105,198-63.9% | $159,455-76.2% | $85,856-55.8% |
| Participation rate | 59.6% | 75.8%-16.2pp | 82.8%-23.2pp | 69.3%-9.7pp |
| Annual return | 13.47% | 45.08%-31.6pp | 263.63%-250.2pp | 318.58%-305.1pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,830-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,067 | $5,946-82.1% | $7,353-85.5% | $3,952-73.0% |
| Admin fee / account holder | $1,314 | $6,934-81.1% | $10,800-87.8% | $6,261-79.0% |