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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 | $150,346-74.2% | $120,524-67.8% | $145,877-73.4% |
| Participation rate | 26.3% | 78.8%-52.5pp | 71.9%-45.6pp | 80.3%-54.0pp |
| Annual return | 12.33% | 154.40%-142.1pp | 107.36%-95.0pp | 551.28%-539.0pp |
| Employer contribution / active EE | $0 | $4,353-100.0% | $3,469-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $332 | $6,172-94.6% | $4,994-93.4% | $6,691-95.0% |
| Admin fee / account holder | $2,166 | $12,215-82.3% | $9,440-77.1% | $13,402-83.8% |