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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 | $51,392 | $51,638-0.5% | $68,368-24.8% | $82,448-37.7% |
| Participation rate | 10.0% | 63.6%-53.6pp | 73.8%-63.8pp | 68.1%-58.1pp |
| Annual return | 17.00% | 37.53%-20.5pp | 292.57%-275.6pp | 41.64%-24.6pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $150 | $2,914-94.9% | $4,123-96.4% | $4,139-96.4% |
| Admin fee / account holder | $602 | $4,643-87.0% | $5,150-88.3% | $7,234-91.7% |