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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 | $146,382 | $160,028-8.5% | $147,080-0.5% | $145,884+0.3% |
| Participation rate | 28.6% | 84.0%-55.5pp | 82.2%-53.6pp | 80.3%-51.7pp |
| Annual return | 11.72% | 98.60%-86.9pp | 420.17%-408.5pp | 551.85%-540.1pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $288 | $8,422-96.6% | $8,066-96.4% | $6,690-95.7% |
| Admin fee / account holder | $24,040 | $15,030+59.9% | $12,989+85.1% | $13,392+79.5% |