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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 | $61,453 | $112,131-45.2% | $95,964-36.0% | $158,982-61.3% |
| Participation rate | 52.4% | 79.0%-26.6pp | 77.1%-24.7pp | 82.0%-29.6pp |
| Annual return | 8.13% | 171.19%-163.1pp | 91.64%-83.5pp | 302.99%-294.9pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $570 | $4,784-88.1% | $4,167-86.3% | $5,983-90.5% |
| Admin fee / account holder | $511 | $10,136-95.0% | $6,797-92.5% | $11,252-95.5% |