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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 | $43,768 | $97,078-54.9% | $103,065-57.5% | $145,897-70.0% |
| Participation rate | 44.4% | 81.1%-36.7pp | 80.6%-36.1pp | 80.3%-35.9pp |
| Annual return | 13.47% | 25.49%-12.0pp | 23.95%-10.5pp | 552.29%-538.8pp |
| Employer contribution / active EE | $0 | $4,680-100.0% | $4,675-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $22 | $6,601-99.7% | $6,625-99.7% | $6,689-99.7% |
| Admin fee / account holder | $508 | $12,505-95.9% | $9,349-94.6% | $13,390-96.2% |