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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 | $60,339 | $107,941-44.1% | $91,994-34.4% | $152,909-60.5% |
| Participation rate | 50.0% | 81.2%-31.2pp | 78.6%-28.6pp | 82.5%-32.5pp |
| Annual return | 21.63% | 89.28%-67.6pp | 69.04%-47.4pp | 345.46%-323.8pp |
| Employer contribution / active EE | $0 | $4,212-100.0% | $3,453-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,474 | $6,366-76.8% | $5,924-75.1% | $5,851-74.8% |
| Admin fee / account holder | $592 | $10,521-94.4% | $7,744-92.3% | $11,601-94.9% |