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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 | $16,465 | $107,363-84.7% | $92,909-82.3% | $152,897-89.2% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.0%-26.0pp | 82.5%-32.5pp |
| Annual return | 16.79% | 145.63%-128.8pp | 109.44%-92.6pp | 345.43%-328.6pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $503 | $4,848-89.6% | $4,238-88.1% | $5,851-91.4% |
| Admin fee / account holder | $9,388 | $7,082+32.6% | $5,795+62.0% | $11,599-19.1% |