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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 | $64,188 | $166,131-61.4% | $164,975-61.1% | $145,877-56.0% |
| Participation rate | 23.1% | 82.0%-58.9pp | 78.6%-55.5pp | 80.3%-57.2pp |
| Annual return | 11.30% | 100.37%-89.1pp | 70.12%-58.8pp | 551.28%-540.0pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $329 | $6,962-95.3% | $6,033-94.5% | $6,691-95.1% |
| Admin fee / account holder | $2,107 | $16,648-87.3% | $12,688-83.4% | $13,402-84.3% |