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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 | $60,303 | $117,433-48.6% | $99,475-39.4% | $152,897-60.6% |
| Participation rate | 37.5% | 77.5%-40.0pp | 73.8%-36.3pp | 82.5%-45.0pp |
| Annual return | 16.77% | 31.87%-15.1pp | 30.72%-14.0pp | 345.43%-328.7pp |
| Employer contribution / active EE | $0 | $3,013-100.0% | $2,540-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $692 | $4,086-83.1% | $3,619-80.9% | $5,851-88.2% |
| Admin fee / account holder | $535 | $7,634-93.0% | $6,252-91.4% | $11,599-95.4% |