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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 | $40,210 | $176,120-77.2% | $159,487-74.8% | $167,553-76.0% |
| Participation rate | 55.6% | 85.0%-29.4pp | 82.8%-27.3pp | 82.1%-26.6pp |
| Annual return | 15.20% | 331.95%-316.7pp | 263.71%-248.5pp | 478.89%-463.7pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $1,597 | $7,752-79.4% | $7,354-78.3% | $6,343-74.8% |
| Admin fee / account holder | $2,922 | $12,561-76.7% | $10,804-73.0% | $12,316-76.3% |