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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 | $18,396 | $90,397-79.7% | $76,002-75.8% | $145,959-87.4% |
| Participation rate | 5.3% | 74.5%-69.2pp | 69.1%-63.8pp | 80.3%-75.0pp |
| Annual return | 10.33% | 621.97%-611.6pp | 360.07%-349.7pp | 561.95%-551.6pp |
| Employer contribution / active EE | $0 | $3,317-100.0% | $2,688-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $641 | $5,163-87.6% | $4,257-84.9% | $6,689-90.4% |
| Admin fee / account holder | $14,420 | $8,369+72.3% | $6,414+124.8% | $13,398+7.6% |