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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 | $38,257 | $102,429-62.6% | $147,096-74.0% | $80,925-52.7% |
| Participation rate | 39.5% | 75.9%-36.3pp | 82.2%-42.6pp | 67.7%-28.1pp |
| Annual return | 13.01% | 135.02%-122.0pp | 419.75%-406.7pp | 35.65%-22.6pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $529 | $6,649-92.0% | $8,071-93.5% | $4,299-87.7% |
| Admin fee / account holder | $4,386 | $7,957-44.9% | $13,005-66.3% | $6,940-36.8% |