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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 | $12,229 | $90,607-86.5% | $79,467-84.6% | $135,380-91.0% |
| Participation rate | 52.6% | 76.0%-23.4pp | 73.3%-20.7pp | 82.6%-30.0pp |
| Annual return | 5.23% | 977.74%-972.5pp | 718.30%-713.1pp | 519.81%-514.6pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $508 | $4,050-87.5% | $3,704-86.3% | $5,609-90.9% |
| Admin fee / account holder | $726 | $5,895-87.7% | $5,104-85.8% | $10,828-93.3% |