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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 | $55,999 | $111,830-49.9% | $93,696-40.2% | $145,884-61.6% |
| Participation rate | 30.8% | 74.2%-43.5pp | 68.7%-38.0pp | 80.3%-49.5pp |
| Annual return | 11.54% | 204.08%-192.5pp | 133.74%-122.2pp | 551.85%-540.3pp |
| Employer contribution / active EE | $0 | $3,093-100.0% | $2,422-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,080 | $4,920-78.0% | $4,417-75.5% | $6,690-83.9% |
| Admin fee / account holder | $17,427 | $10,249+70.0% | $8,287+110.3% | $13,392+30.1% |