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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 | $63,256 | $107,353-41.1% | $92,903-31.9% | $152,885-58.6% |
| Participation rate | 37.5% | 79.8%-42.3pp | 76.0%-38.5pp | 82.5%-45.0pp |
| Annual return | 18.10% | 145.62%-127.5pp | 109.43%-91.3pp | 345.39%-327.3pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,167 | $4,848-75.9% | $4,238-72.5% | $5,851-80.1% |
| Admin fee / account holder | $11,138 | $7,081+57.3% | $5,795+92.2% | $11,598-4.0% |