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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 | $166,020-60.6% | $164,866-60.3% | $145,959-55.1% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.6%-11.9pp | 80.3%-13.6pp |
| Annual return | 10.71% | 100.08%-89.4pp | 69.97%-59.3pp | 561.95%-551.2pp |
| Employer contribution / active EE | $0 | $5,275-100.0% | $4,343-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $347 | $6,961-95.0% | $6,033-94.3% | $6,689-94.8% |
| Admin fee / account holder | $828 | $16,644-95.0% | $12,689-93.5% | $13,398-93.8% |