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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 | $183,539-66.1% | $155,556-60.0% | $145,897-57.4% |
| Participation rate | 63.2% | 82.7%-19.6pp | 78.2%-15.1pp | 80.3%-17.1pp |
| Annual return | 10.40% | 61.31%-50.9pp | 64.84%-54.4pp | 552.29%-541.9pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $240 | $6,467-96.3% | $5,631-95.7% | $6,689-96.4% |
| Admin fee / account holder | $42,094 | $19,275+118.4% | $15,885+165.0% | $13,390+214.4% |