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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 | $40,924 | $125,190-67.3% | $105,624-61.3% | $145,897-71.9% |
| Participation rate | 31.6% | 77.6%-46.1pp | 75.3%-43.7pp | 80.3%-48.7pp |
| Annual return | 11.83% | 225.22%-213.4pp | 116.20%-104.4pp | 552.29%-540.5pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,168-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $397 | $5,716-93.1% | $5,013-92.1% | $6,689-94.1% |
| Admin fee / account holder | $1,476 | $17,138-91.4% | $10,961-86.5% | $13,390-89.0% |