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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 | $60,105 | $124,351-51.7% | $109,188-45.0% | $167,553-64.1% |
| Participation rate | 16.7% | 79.4%-62.8pp | 75.9%-59.2pp | 82.1%-65.4pp |
| Annual return | 11.99% | 26.04%-14.1pp | 25.76%-13.8pp | 478.89%-466.9pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,723-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $666 | $5,257-87.3% | $4,654-85.7% | $6,343-89.5% |
| Admin fee / account holder | $17,576 | $7,975+120.4% | $6,755+160.2% | $12,316+42.7% |