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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 | $49,771 | $171,492-71.0% | $150,734-67.0% | $198,609-74.9% |
| Participation rate | 57.1% | 81.4%-24.3pp | 78.4%-21.3pp | 82.4%-25.2pp |
| Annual return | 8.91% | 804.70%-795.8pp | 600.81%-591.9pp | 202.70%-193.8pp |
| Employer contribution / active EE | $0 | $5,470-100.0% | $4,918-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $2,395 | $6,259-61.7% | $5,610-57.3% | $6,977-65.7% |
| Admin fee / account holder | $676 | $17,628-96.2% | $14,905-95.5% | $19,030-96.4% |