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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 | $41,314 | $176,120-76.5% | $159,487-74.1% | $167,553-75.3% |
| Participation rate | 66.7% | 85.0%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 14.90% | 331.95%-317.0pp | 263.71%-248.8pp | 478.89%-464.0pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $2,037 | $7,752-73.7% | $7,354-72.3% | $6,343-67.9% |
| Admin fee / account holder | $3,028 | $12,561-75.9% | $10,804-72.0% | $12,316-75.4% |