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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 | $26,087 | $73,546-64.5% | $63,018-58.6% | $147,586-82.3% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.8%-8.1pp | 82.8%-16.2pp |
| Annual return | 12.99% | 175.56%-162.6pp | 87.62%-74.6pp | 578.59%-565.6pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,761-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $69 | $4,185-98.4% | $3,330-97.9% | $5,439-98.7% |
| Admin fee / account holder | $778 | $5,956-86.9% | $3,601-78.4% | $10,886-92.9% |