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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 | $38,825 | $150,435-74.2% | $120,580-67.8% | $145,897-73.4% |
| Participation rate | 26.3% | 78.8%-52.5pp | 72.0%-45.6pp | 80.3%-54.0pp |
| Annual return | 12.33% | 154.60%-142.3pp | 107.48%-95.1pp | 552.29%-540.0pp |
| Employer contribution / active EE | $0 | $4,352-100.0% | $3,469-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $332 | $6,174-94.6% | $4,995-93.4% | $6,689-95.0% |
| Admin fee / account holder | $2,166 | $12,182-82.2% | $9,418-77.0% | $13,390-83.8% |