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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 | $53,964 | $100,073-46.1% | $85,126-36.6% | $145,877-63.0% |
| Participation rate | 30.0% | 74.1%-44.1pp | 67.5%-37.5pp | 80.3%-50.3pp |
| Annual return | 13.48% | 84.11%-70.6pp | 66.63%-53.2pp | 551.28%-537.8pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,731-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $136 | $5,294-97.4% | $4,523-97.0% | $6,691-98.0% |
| Admin fee / account holder | $472 | $7,261-93.5% | $6,160-92.3% | $13,402-96.5% |