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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 | $32,290 | $125,184-74.2% | $105,607-69.4% | $145,884-77.9% |
| Participation rate | 50.0% | 77.6%-27.6pp | 75.3%-25.3pp | 80.3%-30.3pp |
| Annual return | 11.32% | 225.00%-213.7pp | 116.11%-104.8pp | 551.85%-540.5pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,167-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $494 | $5,714-91.4% | $5,011-90.2% | $6,690-92.6% |
| Admin fee / account holder | $14,643 | $17,133-14.5% | $10,958+33.6% | $13,392+9.3% |