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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 | $62,079 | $107,368-42.2% | $92,915-33.2% | $152,909-59.4% |
| Participation rate | 23.8% | 79.8%-56.0pp | 76.0%-52.2pp | 82.5%-58.6pp |
| Annual return | 16.10% | 145.64%-129.5pp | 109.45%-93.3pp | 345.46%-329.4pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $610 | $4,848-87.4% | $4,238-85.6% | $5,851-89.6% |
| Admin fee / account holder | $1,293 | $7,082-81.7% | $5,796-77.7% | $11,601-88.9% |