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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 | $52,916 | $144,130-63.3% | $117,861-55.1% | $147,586-64.1% |
| Participation rate | 50.0% | 83.4%-33.4pp | 79.7%-29.7pp | 82.8%-32.8pp |
| Annual return | 9.77% | 531.20%-521.4pp | 335.11%-325.3pp | 578.59%-568.8pp |
| Employer contribution / active EE | $0 | $4,897-100.0% | $3,786-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $968 | $5,316-81.8% | $4,482-78.4% | $5,439-82.2% |
| Admin fee / account holder | $70,236 | $10,887+545.1% | $8,021+775.7% | $10,886+545.2% |