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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 | $28,062 | $108,882-74.2% | $96,754-71.0% | $154,746-81.9% |
| Participation rate | 13.3% | 75.1%-61.7pp | 70.3%-56.9pp | 80.7%-67.4pp |
| Annual return | 13.18% | 98.39%-85.2pp | 82.04%-68.9pp | 172.34%-159.2pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,679-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $258 | $5,323-95.2% | $4,758-94.6% | $6,730-96.2% |
| Admin fee / account holder | $8,600 | $10,200-15.7% | $8,905-3.4% | $14,365-40.1% |