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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 | $41,164 | $78,707-47.7% | $117,861-65.1% | $70,126-41.3% |
| Participation rate | 14.5% | 73.2%-58.7pp | 79.7%-65.1pp | 69.5%-55.0pp |
| Annual return | 41.44% | 23.30%+18.1pp | 335.11%-293.7pp | 73.15%-31.7pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $828 | $3,297-74.9% | $4,482-81.5% | $3,332-75.1% |
| Admin fee / account holder | $487 | $5,066-90.4% | $8,021-93.9% | $4,645-89.5% |