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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 | $46,394 | $135,645-65.8% | $110,243-57.9% | $135,380-65.7% |
| Participation rate | 33.3% | 83.5%-50.1pp | 79.8%-46.5pp | 82.6%-49.3pp |
| Annual return | 9.27% | 513.24%-504.0pp | 314.76%-305.5pp | 519.81%-510.5pp |
| Employer contribution / active EE | $0 | $4,907-100.0% | $3,827-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $393 | $5,507-92.9% | $4,672-91.6% | $5,609-93.0% |
| Admin fee / account holder | $10,780 | $11,458-5.9% | $8,548+26.1% | $10,828-0.4% |