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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 | $63,165 | $196,972-67.9% | $182,262-65.3% | $198,609-68.2% |
| Participation rate | 4.8% | 85.7%-80.9pp | 84.2%-79.5pp | 82.4%-77.6pp |
| Annual return | 7.99% | 158.27%-150.3pp | 140.60%-132.6pp | 202.70%-194.7pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $465 | $8,643-94.6% | $8,276-94.4% | $6,977-93.3% |
| Admin fee / account holder | $67,111 | $18,429+264.2% | $16,712+301.6% | $19,030+252.7% |