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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 | $70,609 | $152,619-53.7% | $125,195-43.6% | $152,909-53.8% |
| Participation rate | 18.2% | 83.3%-65.2pp | 79.8%-61.6pp | 82.5%-64.3pp |
| Annual return | 19.95% | 54.85%-34.9pp | 43.79%-23.8pp | 345.46%-325.5pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $681 | $5,869-88.4% | $4,937-86.2% | $5,851-88.4% |
| Admin fee / account holder | $530 | $13,437-96.1% | $9,704-94.5% | $11,601-95.4% |