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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 | $21,500 | $102,595-79.0% | $94,057-77.1% | $154,746-86.1% |
| Participation rate | 21.4% | 76.0%-54.6pp | 73.3%-51.9pp | 80.7%-59.3pp |
| Annual return | 11.32% | 583.42%-572.1pp | 480.62%-469.3pp | 172.34%-161.0pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $155 | $5,118-97.0% | $4,709-96.7% | $6,730-97.7% |
| Admin fee / account holder | $5,300 | $7,736-31.5% | $7,244-26.8% | $14,365-63.1% |