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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 | $55,753 | $125,190-55.5% | $105,624-47.2% | $145,897-61.8% |
| Participation rate | 25.0% | 77.6%-52.6pp | 75.3%-50.3pp | 80.3%-55.3pp |
| Annual return | 9.89% | 225.22%-215.3pp | 116.20%-106.3pp | 552.29%-542.4pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,168-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $624 | $5,716-89.1% | $5,013-87.6% | $6,689-90.7% |
| Admin fee / account holder | $11,192 | $17,138-34.7% | $10,961+2.1% | $13,390-16.4% |