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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 | $25,650 | $166,268-84.6% | $165,100-84.5% | $145,897-82.4% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.6%-12.0pp | 80.3%-13.6pp |
| Annual return | 15.88% | 100.52%-84.6pp | 70.21%-54.3pp | 552.29%-536.4pp |
| Employer contribution / active EE | $0 | $5,284-100.0% | $4,348-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $587 | $6,964-91.6% | $6,035-90.3% | $6,689-91.2% |
| Admin fee / account holder | $8,680 | $16,659-47.9% | $12,696-31.6% | $13,390-35.2% |