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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 | $41,354 | $115,810-64.3% | $101,271-59.2% | $158,966-74.0% |
| Participation rate | 38.5% | 79.4%-40.9pp | 75.8%-37.3pp | 82.0%-43.5pp |
| Annual return | 22.53% | 56.15%-33.6pp | 46.48%-24.0pp | 302.95%-280.4pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $729 | $4,958-85.3% | $4,371-83.3% | $5,983-87.8% |
| Admin fee / account holder | $878 | $7,248-87.9% | $5,948-85.2% | $11,250-92.2% |