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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 | $74,367 | $105,160-29.3% | $94,679-21.5% | $139,456-46.7% |
| Participation rate | 9.1% | 82.4%-73.3pp | 80.8%-71.7pp | 80.3%-71.2pp |
| Annual return | 27.48% | 38.04%-10.6pp | 156.75%-129.3pp | 373.45%-346.0pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,673-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $545 | $7,599-92.8% | $7,417-92.6% | $6,711-91.9% |
| Admin fee / account holder | $2,064 | $8,988-77.0% | $7,233-71.5% | $11,407-81.9% |