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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 | $183,592-84.4% | $155,574-81.6% | $145,877-80.4% |
| Participation rate | 30.4% | 82.7%-52.3pp | 78.2%-47.8pp | 80.3%-49.9pp |
| Annual return | 11.70% | 61.37%-49.7pp | 64.87%-53.2pp | 551.28%-539.6pp |
| Employer contribution / active EE | $0 | $5,317-100.0% | $4,676-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $719 | $6,466-88.9% | $5,629-87.2% | $6,691-89.3% |
| Admin fee / account holder | $1,335 | $19,316-93.1% | $15,914-91.6% | $13,402-90.0% |