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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 | $26,755 | $100,911-73.5% | $90,440-70.4% | $158,966-83.2% |
| Participation rate | 42.9% | 75.0%-32.2pp | 72.7%-29.8pp | 82.0%-39.1pp |
| Annual return | 18.94% | 1726.62%-1707.7pp | 1294.38%-1275.4pp | 302.95%-284.0pp |
| Employer contribution / active EE | $2,164 | $3,690-41.4% | $3,263-33.7% | $4,762-54.6% |
| Participant deferral / active EE | $0 | $4,348-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $4,158 | $6,507-36.1% | $5,615-25.9% | $11,250-63.0% |