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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 | $34,790 | $175,231-80.1% | $149,696-76.8% | $139,466-75.1% |
| Participation rate | 37.5% | 83.4%-45.9pp | 78.8%-41.3pp | 80.3%-42.8pp |
| Annual return | 17.80% | 166.77%-149.0pp | 134.46%-116.7pp | 373.66%-355.9pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $391 | $6,521-94.0% | $5,682-93.1% | $6,712-94.2% |
| Admin fee / account holder | $30,046 | $16,155+86.0% | $13,212+127.4% | $11,409+163.4% |