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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 | $80,883 | $125,190-35.4% | $105,624-23.4% | $145,897-44.6% |
| Participation rate | 28.6% | 77.6%-49.1pp | 75.3%-46.7pp | 80.3%-51.7pp |
| Annual return | 10.64% | 225.22%-214.6pp | 116.20%-105.6pp | 552.29%-541.7pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,168-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $241 | $5,716-95.8% | $5,013-95.2% | $6,689-96.4% |
| Admin fee / account holder | $147,391 | $17,138+760.0% | $10,961+1244.6% | $13,390+1000.7% |