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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 | $52,311 | $152,619-65.7% | $125,195-58.2% | $152,909-65.8% |
| Participation rate | 44.4% | 83.3%-38.9pp | 79.8%-35.3pp | 82.5%-38.0pp |
| Annual return | 18.31% | 54.85%-36.5pp | 43.79%-25.5pp | 345.46%-327.2pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $371 | $5,869-93.7% | $4,937-92.5% | $5,851-93.7% |
| Admin fee / account holder | $9,698 | $13,437-27.8% | $9,704-0.1% | $11,601-16.4% |