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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 | $64,309 | $102,696-37.4% | $86,235-25.4% | $139,487-53.9% |
| Participation rate | 61.1% | 74.5%-13.4pp | 69.0%-7.8pp | 80.3%-19.2pp |
| Annual return | 10.49% | 1925.91%-1915.4pp | 1170.03%-1159.5pp | 373.84%-363.4pp |
| Employer contribution / active EE | $0 | $3,034-100.0% | $2,381-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $516 | $4,679-89.0% | $3,987-87.1% | $6,713-92.3% |
| Admin fee / account holder | $2,083 | $8,667-76.0% | $6,856-69.6% | $11,407-81.7% |