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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 | $67,610 | $132,099-48.8% | $115,599-41.5% | $138,895-51.3% |
| Participation rate | 28.6% | 77.9%-49.3pp | 74.3%-45.7pp | 79.9%-51.3pp |
| Annual return | 11.47% | 176.76%-165.3pp | 111.10%-99.6pp | 145.39%-133.9pp |
| Employer contribution / active EE | $0 | $3,416-100.0% | $2,955-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $215 | $5,617-96.2% | $4,889-95.6% | $6,396-96.6% |
| Admin fee / account holder | $1,116 | $15,650-92.9% | $12,841-91.3% | $12,562-91.1% |