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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 | $30,585 | $106,001-71.1% | $92,235-66.8% | $147,585-79.3% |
| Participation rate | 54.5% | 80.4%-25.9pp | 76.5%-21.9pp | 82.8%-28.3pp |
| Annual return | 12.71% | 50.05%-37.3pp | 176.28%-163.6pp | 578.56%-565.8pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,679-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $553 | $4,478-87.7% | $3,897-85.8% | $5,439-89.8% |
| Admin fee / account holder | $404 | $6,332-93.6% | $5,194-92.2% | $10,885-96.3% |