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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 | $62,185 | $183,592-66.1% | $155,574-60.0% | $145,877-57.4% |
| Participation rate | 63.2% | 82.7%-19.5pp | 78.2%-15.1pp | 80.3%-17.1pp |
| Annual return | 10.40% | 61.37%-51.0pp | 64.87%-54.5pp | 551.28%-540.9pp |
| Employer contribution / active EE | $0 | $5,317-100.0% | $4,676-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $240 | $6,466-96.3% | $5,629-95.7% | $6,691-96.4% |
| Admin fee / account holder | $42,094 | $19,316+117.9% | $15,914+164.5% | $13,402+214.1% |