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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 | $66,119 | $166,131-60.2% | $164,975-59.9% | $145,877-54.7% |
| Participation rate | 47.4% | 82.0%-34.6pp | 78.6%-31.2pp | 80.3%-32.9pp |
| Annual return | 9.28% | 100.37%-91.1pp | 70.12%-60.8pp | 551.28%-542.0pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,983 | $6,962-71.5% | $6,033-67.1% | $6,691-70.4% |
| Admin fee / account holder | $25,120 | $16,648+50.9% | $12,688+98.0% | $13,402+87.4% |