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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 | $62,839 | $100,139-37.2% | $85,187-26.2% | $145,884-56.9% |
| Participation rate | 14.3% | 74.1%-59.8pp | 67.5%-53.2pp | 80.3%-66.0pp |
| Annual return | 12.63% | 84.15%-71.5pp | 66.67%-54.0pp | 551.85%-539.2pp |
| Employer contribution / active EE | $0 | $3,238-100.0% | $2,732-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $354 | $5,296-93.3% | $4,525-92.2% | $6,690-94.7% |
| Admin fee / account holder | $10,602 | $7,262+46.0% | $6,162+72.1% | $13,392-20.8% |