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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 | $61,817 | $217,427-71.6% | $185,837-66.7% | $167,518-63.1% |
| Participation rate | 22.2% | 86.0%-63.8pp | 81.7%-59.5pp | 82.1%-59.9pp |
| Annual return | 10.78% | 148.39%-137.6pp | 122.08%-111.3pp | 478.71%-467.9pp |
| Employer contribution / active EE | $0 | $5,874-100.0% | $5,168-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $358 | $6,357-94.4% | $5,568-93.6% | $6,342-94.3% |
| Admin fee / account holder | $64,762 | $19,816+226.8% | $16,241+298.7% | $12,312+426.0% |