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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 | $71,452 | $197,819-63.9% | $155,789-54.1% | $125,389-43.0% |
| Participation rate | 34.8% | 82.1%-47.3pp | 76.1%-41.3pp | 83.2%-48.4pp |
| Annual return | 1.63% | 86.73%-85.1pp | 71.54%-69.9pp | 282.24%-280.6pp |
| Employer contribution / active EE | $0 | $4,850-100.0% | $3,839-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $793 | $5,631-85.9% | $4,798-83.5% | $5,352-85.2% |
| Admin fee / account holder | $5,820 | $9,544-39.0% | $7,477-22.2% | $9,541-39.0% |