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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 | $65,474 | $166,242-60.6% | $165,071-60.3% | $145,884-55.1% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.6%-12.0pp | 80.3%-13.6pp |
| Annual return | 10.71% | 100.44%-89.7pp | 70.17%-59.5pp | 551.85%-541.1pp |
| Employer contribution / active EE | $0 | $5,283-100.0% | $4,347-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $347 | $6,964-95.0% | $6,035-94.3% | $6,690-94.8% |
| Admin fee / account holder | $828 | $16,658-95.0% | $12,695-93.5% | $13,392-93.8% |