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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 | $35,221 | $84,713-58.4% | $75,717-53.5% | $167,518-79.0% |
| Participation rate | 35.7% | 77.8%-42.1pp | 74.8%-39.1pp | 82.1%-46.4pp |
| Annual return | 17.46% | 199.49%-182.0pp | 104.58%-87.1pp | 478.71%-461.3pp |
| Employer contribution / active EE | $0 | $3,229-100.0% | $2,743-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $943 | $4,578-79.4% | $3,821-75.3% | $6,342-85.1% |
| Admin fee / account holder | $1,880 | $5,357-64.9% | $3,619-48.0% | $12,312-84.7% |