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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 | $58,777 | $156,616-62.5% | $133,346-55.9% | $198,609-70.4% |
| Participation rate | 23.8% | 77.7%-53.9pp | 72.8%-49.0pp | 82.4%-58.6pp |
| Annual return | 9.59% | 44.25%-34.7pp | 36.85%-27.3pp | 202.70%-193.1pp |
| Employer contribution / active EE | $0 | $3,368-100.0% | $2,853-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $496 | $4,920-89.9% | $4,332-88.5% | $6,977-92.9% |
| Admin fee / account holder | $1,917 | $17,468-89.0% | $14,264-86.6% | $19,030-89.9% |