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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 | $28,914 | $138,076-79.1% | $123,553-76.6% | $135,380-78.6% |
| Participation rate | 22.7% | 84.7%-62.0pp | 82.3%-59.6pp | 82.6%-59.9pp |
| Annual return | 34.62% | 153.70%-119.1pp | 119.21%-84.6pp | 519.81%-485.2pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,834 | $6,800-73.0% | $6,426-71.5% | $5,609-67.3% |
| Admin fee / account holder | $2,544 | $10,917-76.7% | $9,284-72.6% | $10,828-76.5% |