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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 | $52,719 | $99,009-46.8% | $86,581-39.1% | $147,585-64.3% |
| Participation rate | 11.1% | 76.3%-65.2pp | 73.5%-62.4pp | 82.8%-71.7pp |
| Annual return | 13.04% | 1312.70%-1299.7pp | 965.06%-952.0pp | 578.58%-565.5pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,840-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $415 | $3,972-89.6% | $3,609-88.5% | $5,439-92.4% |
| Admin fee / account holder | $3,419 | $5,709-40.1% | $4,904-30.3% | $10,886-68.6% |