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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 | $41,230 | $154,159-73.3% | $130,026-68.3% | $139,456-70.4% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.5%-11.8pp | 80.3%-13.7pp |
| Annual return | 14.72% | 32.50%-17.8pp | -137.26%+152.0pp | 373.45%-358.7pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,321-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $1,361 | $6,710-79.7% | $5,821-76.6% | $6,711-79.7% |
| Admin fee / account holder | $420 | $14,001-97.0% | $10,608-96.0% | $11,407-96.3% |