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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 | $52,034 | $99,652-47.8% | $78,778-33.9% | $147,586-64.7% |
| Participation rate | 20.8% | 76.2%-55.4pp | 69.2%-48.4pp | 82.8%-62.0pp |
| Annual return | 13.14% | 47.28%-34.1pp | 35.62%-22.5pp | 578.59%-565.5pp |
| Employer contribution / active EE | $0 | $2,796-100.0% | $1,986-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $330 | $3,664-91.0% | $2,958-88.9% | $5,439-93.9% |
| Admin fee / account holder | $7,183 | $7,155+0.4% | $5,134+39.9% | $10,886-34.0% |