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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 | $31,579 | $168,635-81.3% | $147,617-78.6% | $125,389-74.8% |
| Participation rate | 66.7% | 88.8%-22.1pp | 84.6%-18.0pp | 83.2%-16.5pp |
| Annual return | 0.49% | 77.65%-77.2pp | 61.98%-61.5pp | 282.24%-281.8pp |
| Employer contribution / active EE | $0 | $6,252-100.0% | $5,564-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $448 | $5,507-91.9% | $4,895-90.9% | $5,352-91.6% |
| Admin fee / account holder | $3,638 | $13,580-73.2% | $11,612-68.7% | $9,541-61.9% |