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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 | $58,353 | $166,089-64.9% | $164,928-64.6% | $145,978-60.0% |
| Participation rate | 64.3% | 82.0%-17.7pp | 78.6%-14.3pp | 80.3%-16.0pp |
| Annual return | 11.75% | 100.26%-88.5pp | 70.08%-58.3pp | 550.52%-538.8pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,050 | $6,961-84.9% | $6,034-82.6% | $6,690-84.3% |
| Admin fee / account holder | $7,767 | $16,641-53.3% | $12,684-38.8% | $13,400-42.0% |