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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 | $60,451 | $154,209-60.8% | $130,062-53.5% | $139,487-56.7% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.5%-11.8pp | 80.3%-13.7pp |
| Annual return | 11.31% | 32.52%-21.2pp | -137.37%+148.7pp | 373.84%-362.5pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,322-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $1,482 | $6,709-77.9% | $5,821-74.5% | $6,713-77.9% |
| Admin fee / account holder | $14,084 | $13,988+0.7% | $10,601+32.9% | $11,407+23.5% |