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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 | $28,628 | $183,539-84.4% | $155,556-81.6% | $145,897-80.4% |
| Participation rate | 30.4% | 82.7%-52.3pp | 78.2%-47.8pp | 80.3%-49.9pp |
| Annual return | 11.70% | 61.31%-49.6pp | 64.84%-53.1pp | 552.29%-540.6pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $719 | $6,467-88.9% | $5,631-87.2% | $6,689-89.2% |
| Admin fee / account holder | $1,335 | $19,275-93.1% | $15,885-91.6% | $13,390-90.0% |