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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 | $30,882 | $183,539-83.2% | $155,556-80.1% | $145,897-78.8% |
| Participation rate | 44.4% | 82.7%-38.3pp | 78.2%-33.8pp | 80.3%-35.9pp |
| Annual return | 21.97% | 61.31%-39.3pp | 64.84%-42.9pp | 552.29%-530.3pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $519 | $6,467-92.0% | $5,631-90.8% | $6,689-92.2% |
| Admin fee / account holder | $4,032 | $19,275-79.1% | $15,885-74.6% | $13,390-69.9% |