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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 | $48,514 | $125,184-61.2% | $105,607-54.1% | $145,884-66.7% |
| Participation rate | 63.6% | 77.6%-14.0pp | 75.3%-11.6pp | 80.3%-16.7pp |
| Annual return | 11.49% | 225.00%-213.5pp | 116.11%-104.6pp | 551.85%-540.4pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,167-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $340 | $5,714-94.1% | $5,011-93.2% | $6,690-94.9% |
| Admin fee / account holder | $8,420 | $17,133-50.9% | $10,958-23.2% | $13,392-37.1% |