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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 | $65,142 | $124,175-47.5% | $108,405-39.9% | $167,553-61.1% |
| Participation rate | 30.0% | 82.3%-52.3pp | 80.1%-50.1pp | 82.1%-52.1pp |
| Annual return | 11.98% | 1380.13%-1368.2pp | 905.55%-893.6pp | 478.89%-466.9pp |
| Employer contribution / active EE | $0 | $4,188-100.0% | $3,559-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $184 | $6,908-97.3% | $6,563-97.2% | $6,343-97.1% |
| Admin fee / account holder | $1,116 | $9,457-88.2% | $7,297-84.7% | $12,316-90.9% |