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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 | $50,579 | $65,696-23.0% | $56,429-10.4% | $147,585-65.7% |
| Participation rate | 50.0% | 85.5%-35.5pp | 80.0%-30.0pp | 82.8%-32.8pp |
| Annual return | 10.56% | 13.32%-2.8pp | 19.04%-8.5pp | 578.58%-568.0pp |
| Employer contribution / active EE | $0 | $4,121-100.0% | $3,405-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $400 | $4,876-91.8% | $3,951-89.9% | $5,439-92.6% |
| Admin fee / account holder | $7,154 | $5,947+20.3% | $4,466+60.2% | $10,886-34.3% |