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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 | $34,728 | $157,304-77.9% | $141,197-75.4% | $152,909-77.3% |
| Participation rate | 38.9% | 84.8%-45.9pp | 82.5%-43.6pp | 82.5%-43.6pp |
| Annual return | 22.65% | 64.34%-41.7pp | 71.41%-48.8pp | 345.46%-322.8pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,303 | $7,111-81.7% | $6,710-80.6% | $5,851-77.7% |
| Admin fee / account holder | $427 | $12,126-96.5% | $10,265-95.8% | $11,601-96.3% |