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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 | $61,762 | $63,346-2.5% | $92,240-33.0% | $70,126-11.9% |
| Participation rate | 20.6% | 68.7%-48.1pp | 76.5%-55.9pp | 69.5%-49.0pp |
| Annual return | 14.23% | 530.19%-516.0pp | 176.29%-162.1pp | 73.15%-58.9pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,044 | $2,854-63.4% | $3,897-73.2% | $3,332-68.7% |
| Admin fee / account holder | $6,443 | $3,841+67.8% | $5,194+24.0% | $4,645+38.7% |