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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 | $27,621 | $106,008-73.9% | $92,240-70.1% | $147,586-81.3% |
| Participation rate | 66.7% | 80.4%-13.7pp | 76.5%-9.8pp | 82.8%-16.2pp |
| Annual return | 11.87% | 50.05%-38.2pp | 176.29%-164.4pp | 578.59%-566.7pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,680-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,035 | $4,478-76.9% | $3,897-73.4% | $5,439-81.0% |
| Admin fee / account holder | $2,046 | $6,333-67.7% | $5,194-60.6% | $10,886-81.2% |