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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 | $63,623 | $88,702-28.3% | $81,780-22.2% | $145,978-56.4% |
| Participation rate | 30.8% | 75.0%-44.3pp | 72.4%-41.6pp | 80.3%-49.5pp |
| Annual return | 15.02% | 1029.12%-1014.1pp | 776.27%-761.2pp | 550.52%-535.5pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,914-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $115 | $4,645-97.5% | $4,321-97.3% | $6,690-98.3% |
| Admin fee / account holder | $9,061 | $8,414+7.7% | $7,384+22.7% | $13,400-32.4% |