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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 | $40,899 | $53,063-22.9% | $124,206-67.1% | $82,637-50.5% |
| Participation rate | 3.4% | 58.4%-55.0pp | 69.6%-66.1pp | 68.1%-64.6pp |
| Annual return | 20.14% | 68.87%-48.7pp | 515.27%-495.1pp | 53.51%-33.4pp |
| Employer contribution / active EE | $0 | $1,530-100.0% | $3,540-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $430 | $2,644-83.8% | $3,968-89.2% | $4,126-89.6% |
| Admin fee / account holder | $426 | $4,281-90.0% | $5,929-92.8% | $7,339-94.2% |