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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 | $59,662 | $135,645-56.0% | $110,243-45.9% | $135,379-55.9% |
| Participation rate | 23.5% | 83.5%-59.9pp | 79.8%-56.3pp | 82.6%-59.1pp |
| Annual return | 14.45% | 513.24%-498.8pp | 314.76%-300.3pp | 519.79%-505.3pp |
| Employer contribution / active EE | $0 | $4,907-100.0% | $3,827-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $224 | $5,507-95.9% | $4,672-95.2% | $5,609-96.0% |
| Admin fee / account holder | $21,156 | $11,458+84.6% | $8,548+147.5% | $10,828+95.4% |