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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 | $56,393 | $118,869-52.6% | $96,575-41.6% | $167,518-66.3% |
| Participation rate | 47.6% | 75.5%-27.9pp | 69.8%-22.2pp | 82.1%-34.5pp |
| Annual return | 10.16% | 50.49%-40.3pp | 37.79%-27.6pp | 478.71%-468.6pp |
| Employer contribution / active EE | $0 | $3,120-100.0% | $2,357-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $1,116 | $4,616-75.8% | $3,849-71.0% | $6,342-82.4% |
| Admin fee / account holder | $688 | $8,067-91.5% | $6,182-88.9% | $12,312-94.4% |