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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 | $50,883 | $106,003-52.0% | $92,236-44.8% | $147,585-65.5% |
| Participation rate | 68.4% | 80.4%-12.0pp | 76.5%-8.1pp | 82.8%-14.4pp |
| Annual return | 10.44% | 50.05%-39.6pp | 176.29%-165.8pp | 578.57%-568.1pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,679-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $422 | $4,478-90.6% | $3,897-89.2% | $5,439-92.2% |
| Admin fee / account holder | $2,620 | $6,333-58.6% | $5,194-49.6% | $10,885-75.9% |