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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 | $29,943 | $129,737-76.9% | $119,126-74.9% | $154,746-80.7% |
| Participation rate | 12.5% | 78.9%-66.4pp | 75.8%-63.3pp | 80.7%-68.2pp |
| Annual return | 9.87% | 379.08%-369.2pp | 282.11%-272.2pp | 172.34%-162.5pp |
| Employer contribution / active EE | $0 | $4,375-100.0% | $4,034-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $669 | $5,842-88.5% | $5,318-87.4% | $6,730-90.1% |
| Admin fee / account holder | $30,371 | $11,961+153.9% | $10,693+184.0% | $14,365+111.4% |