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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 | $56,700 | $94,031-39.7% | $115,768-51.0% | $82,448-31.2% |
| Participation rate | 8.3% | 70.4%-62.1pp | 74.4%-66.1pp | 68.1%-59.7pp |
| Annual return | 15.19% | 20.61%-5.4pp | 100.46%-85.3pp | 41.64%-26.5pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $2,940-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $772 | $3,972-80.6% | $4,917-84.3% | $4,139-81.3% |
| Admin fee / account holder | $349 | $10,249-96.6% | $12,439-97.2% | $7,234-95.2% |