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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 | $34,690 | $112,121-69.1% | $95,960-63.8% | $158,966-78.2% |
| Participation rate | 21.4% | 79.0%-57.6pp | 77.1%-55.7pp | 82.0%-60.5pp |
| Annual return | 12.59% | 171.16%-158.6pp | 91.63%-79.0pp | 302.95%-290.4pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,438 | $4,784-69.9% | $4,167-65.5% | $5,983-76.0% |
| Admin fee / account holder | $1,283 | $10,135-87.3% | $6,797-81.1% | $11,250-88.6% |