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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 | $60,078 | $172,111-65.1% | $150,298-60.0% | $137,256-56.2% |
| Participation rate | 33.3% | 81.7%-48.4pp | 77.8%-44.4pp | 80.0%-46.6pp |
| Annual return | 49.02% | 69.37%-20.4pp | 62.79%-13.8pp | 220.34%-171.3pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $471 | $6,166-92.4% | $5,453-91.4% | $6,407-92.6% |
| Admin fee / account holder | $17,561 | $16,471+6.6% | $14,116+24.4% | $12,270+43.1% |