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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 | $130,397 | $211,239-38.3% | $178,528-27.0% | $145,877-10.6% |
| Participation rate | 66.7% | 80.8%-14.1pp | 77.1%-10.4pp | 80.3%-13.6pp |
| Annual return | 8.53% | 30.22%-21.7pp | 27.11%-18.6pp | 551.28%-542.8pp |
| Employer contribution / active EE | $0 | $4,570-100.0% | $3,950-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $922 | $6,963-86.8% | $6,278-85.3% | $6,691-86.2% |
| Admin fee / account holder | $5,000 | $12,095-58.7% | $10,419-52.0% | $13,402-62.7% |