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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 | $68,406 | $102,595-33.3% | $94,057-27.3% | $154,746-55.8% |
| Participation rate | 23.5% | 76.0%-52.5pp | 73.3%-49.8pp | 80.7%-57.2pp |
| Annual return | 11.76% | 583.42%-571.7pp | 480.62%-468.9pp | 172.34%-160.6pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $415 | $5,118-91.9% | $4,709-91.2% | $6,730-93.8% |
| Admin fee / account holder | $407 | $7,736-94.7% | $7,244-94.4% | $14,365-97.2% |