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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 | $41,939 | $166,242-74.8% | $165,071-74.6% | $145,884-71.3% |
| Participation rate | 15.0% | 82.0%-67.0pp | 78.6%-63.6pp | 80.3%-65.3pp |
| Annual return | 11.62% | 100.44%-88.8pp | 70.17%-58.5pp | 551.85%-540.2pp |
| Employer contribution / active EE | $0 | $5,283-100.0% | $4,347-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,733 | $6,964-75.1% | $6,035-71.3% | $6,690-74.1% |
| Admin fee / account holder | $13,966 | $16,658-16.2% | $12,695+10.0% | $13,392+4.3% |