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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 | $60,849 | $162,812-62.6% | $133,971-54.6% | $158,966-61.7% |
| Participation rate | 33.3% | 83.2%-49.9pp | 79.8%-46.5pp | 82.0%-48.6pp |
| Annual return | 17.78% | 41.94%-24.2pp | 45.09%-27.3pp | 302.95%-285.2pp |
| Employer contribution / active EE | $0 | $4,976-100.0% | $3,919-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,467 | $5,910-75.2% | $5,047-70.9% | $5,983-75.5% |
| Admin fee / account holder | $21,022 | $11,741+79.0% | $8,929+135.4% | $11,250+86.9% |