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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 | $19,481 | $169,237-88.5% | $129,339-84.9% | $145,978-86.7% |
| Participation rate | 63.6% | 76.5%-12.8pp | 69.6%-6.0pp | 80.3%-16.7pp |
| Annual return | 16.55% | 14364.43%-14347.9pp | 9437.05%-9420.5pp | 550.52%-534.0pp |
| Employer contribution / active EE | $0 | $5,540-100.0% | $4,154-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $286 | $4,991-94.3% | $4,170-93.1% | $6,690-95.7% |
| Admin fee / account holder | $525 | $9,882-94.7% | $7,668-93.1% | $13,400-96.1% |