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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 | $28,670 | $135,639-78.9% | $110,241-74.0% | $135,382-78.8% |
| Participation rate | 58.3% | 83.5%-25.1pp | 79.8%-21.5pp | 82.6%-24.3pp |
| Annual return | 0.41% | 513.21%-512.8pp | 314.75%-314.3pp | 519.77%-519.4pp |
| Employer contribution / active EE | $0 | $4,907-100.0% | $3,827-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,125 | $5,507-79.6% | $4,672-75.9% | $5,609-79.9% |
| Admin fee / account holder | $11,490 | $11,457+0.3% | $8,548+34.4% | $10,829+6.1% |