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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 | $21,497 | $110,093-80.5% | $97,295-77.9% | $145,897-85.3% |
| Participation rate | 39.1% | 75.9%-36.8pp | 72.7%-33.5pp | 80.3%-41.2pp |
| Annual return | 11.69% | 244.76%-233.1pp | 75.62%-63.9pp | 552.29%-540.6pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $2,723-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $417 | $4,678-91.1% | $4,264-90.2% | $6,689-93.8% |
| Admin fee / account holder | $1,126 | $6,212-81.9% | $5,646-80.1% | $13,390-91.6% |