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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 | $74,486 | $124,346-40.1% | $111,306-33.1% | $167,553-55.5% |
| Participation rate | 66.7% | 79.6%-13.0pp | 77.3%-10.7pp | 82.1%-15.4pp |
| Annual return | 14.42% | 37.46%-23.0pp | 54.67%-40.3pp | 478.89%-464.5pp |
| Employer contribution / active EE | $0 | $3,438-100.0% | $2,732-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $192 | $5,182-96.3% | $4,488-95.7% | $6,343-97.0% |
| Admin fee / account holder | $373 | $10,623-96.5% | $7,966-95.3% | $12,316-97.0% |