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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 | $19,169 | $111,830-82.9% | $93,696-79.5% | $145,884-86.9% |
| Participation rate | 36.4% | 74.2%-37.9pp | 68.7%-32.4pp | 80.3%-43.9pp |
| Annual return | 9.97% | 204.08%-194.1pp | 133.74%-123.8pp | 551.85%-541.9pp |
| Employer contribution / active EE | $0 | $3,093-100.0% | $2,422-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1 | $4,920-100.0% | $4,417-100.0% | $6,690-100.0% |
| Admin fee / account holder | $6,765 | $10,249-34.0% | $8,287-18.4% | $13,392-49.5% |