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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 | $11,968 | $109,967-89.1% | $97,197-87.7% | $145,877-91.8% |
| Participation rate | 50.0% | 76.0%-26.0pp | 72.7%-22.7pp | 80.3%-30.3pp |
| Annual return | 8.13% | 244.27%-236.1pp | 75.47%-67.3pp | 551.28%-543.2pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $2,723-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $213 | $4,676-95.5% | $4,263-95.0% | $6,691-96.8% |
| Admin fee / account holder | $5,203 | $6,199-16.1% | $5,637-7.7% | $13,402-61.2% |