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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 | $13,612 | $167,030-91.9% | $135,768-90.0% | $155,188-91.2% |
| Participation rate | 20.0% | 76.2%-56.2pp | 71.1%-51.1pp | 80.8%-60.8pp |
| Annual return | 16.40% | 678.39%-662.0pp | 526.10%-509.7pp | 148.84%-132.4pp |
| Employer contribution / active EE | $0 | $4,132-100.0% | $3,394-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $345 | $4,528-92.4% | $3,977-91.3% | $6,531-94.7% |
| Admin fee / account holder | $2,489 | $8,172-69.5% | $7,048-64.7% | $14,480-82.8% |