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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 | $34,147 | $125,184-72.7% | $105,607-67.7% | $145,884-76.6% |
| Participation rate | 16.7% | 77.6%-61.0pp | 75.3%-58.6pp | 80.3%-63.6pp |
| Annual return | 29.41% | 225.00%-195.6pp | 116.11%-86.7pp | 551.85%-522.4pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,167-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $641 | $5,714-88.8% | $5,011-87.2% | $6,690-90.4% |
| Admin fee / account holder | $14,020 | $17,133-18.2% | $10,958+27.9% | $13,392+4.7% |