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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 | $63,206 | $127,790-50.5% | $106,554-40.7% | $167,553-62.3% |
| Participation rate | 33.3% | 78.3%-44.9pp | 76.1%-42.8pp | 82.1%-48.8pp |
| Annual return | 8.80% | 33.88%-25.1pp | 26.80%-18.0pp | 478.89%-470.1pp |
| Employer contribution / active EE | $0 | $3,427-100.0% | $2,819-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $1,236 | $5,088-75.7% | $4,398-71.9% | $6,343-80.5% |
| Admin fee / account holder | $6,708 | $11,231-40.3% | $7,408-9.5% | $12,316-45.5% |