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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 | $61,882 | $115,796-46.6% | $101,264-38.9% | $158,950-61.1% |
| Participation rate | 57.1% | 79.4%-22.2pp | 75.8%-18.7pp | 82.0%-24.8pp |
| Annual return | 12.90% | 56.15%-43.3pp | 46.48%-33.6pp | 302.91%-290.0pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $63 | $4,958-98.7% | $4,370-98.6% | $5,983-99.0% |
| Admin fee / account holder | $3,143 | $7,247-56.6% | $5,947-47.1% | $11,248-72.1% |