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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 | $62,235 | $111,535-44.2% | $105,223-40.9% | $137,256-54.7% |
| Participation rate | 22.7% | 78.1%-55.4pp | 75.0%-52.3pp | 80.0%-57.2pp |
| Annual return | 12.38% | 237.85%-225.5pp | 180.65%-168.3pp | 220.34%-208.0pp |
| Employer contribution / active EE | $0 | $3,939-100.0% | $3,689-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $229 | $5,500-95.8% | $5,072-95.5% | $6,407-96.4% |
| Admin fee / account holder | $5,567 | $9,721-42.7% | $8,859-37.2% | $12,270-54.6% |