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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 | $65,635 | $55,930+17.4% | $76,089-13.7% | $80,925-18.9% |
| Participation rate | 14.5% | 62.1%-47.5pp | 69.1%-54.6pp | 67.7%-53.1pp |
| Annual return | 16.57% | 20.58%-4.0pp | 360.94%-344.4pp | 35.65%-19.1pp |
| Employer contribution / active EE | $0 | $1,866-100.0% | $2,690-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $492 | $3,051-83.9% | $4,259-88.4% | $4,299-88.5% |
| Admin fee / account holder | $542 | $5,241-89.7% | $6,418-91.6% | $6,940-92.2% |