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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 | $37,061 | $166,242-77.7% | $165,071-77.5% | $145,884-74.6% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.6%-18.6pp | 80.3%-20.3pp |
| Annual return | 17.70% | 100.44%-82.7pp | 70.17%-52.5pp | 551.85%-534.1pp |
| Employer contribution / active EE | $0 | $5,283-100.0% | $4,347-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $686 | $6,964-90.2% | $6,035-88.6% | $6,690-89.8% |
| Admin fee / account holder | $628 | $16,658-96.2% | $12,695-95.1% | $13,392-95.3% |