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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 | $60,228 | $79,449-24.2% | $189,575-68.2% | $85,847-29.8% |
| Participation rate | 6.6% | 66.0%-59.4pp | 78.4%-71.9pp | 69.3%-62.8pp |
| Annual return | 13.86% | 18.45%-4.6pp | 64.19%-50.3pp | 318.61%-304.7pp |
| Employer contribution / active EE | $0 | $2,081-100.0% | $4,412-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $627 | $4,051-84.5% | $6,174-89.8% | $3,952-84.1% |
| Admin fee / account holder | $525 | $5,377-90.2% | $9,806-94.6% | $6,261-91.6% |