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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 | $66,082 | $79,223-16.6% | $102,460-35.5% | $74,478-11.3% |
| Participation rate | 12.2% | 74.8%-62.5pp | 76.5%-64.3pp | 67.2%-55.0pp |
| Annual return | 13.37% | 54.98%-41.6pp | 29.47%-16.1pp | 1370.56%-1357.2pp |
| Employer contribution / active EE | $0 | $2,363-100.0% | $3,025-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $295 | $4,417-93.3% | $5,056-94.2% | $4,350-93.2% |
| Admin fee / account holder | $2,335 | $2,003+16.5% | $9,460-75.3% | $1,946+20.0% |