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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 | $33,267 | $211,224-84.3% | $178,505-81.4% | $145,897-77.2% |
| Participation rate | 33.3% | 80.8%-47.5pp | 77.1%-43.8pp | 80.3%-47.0pp |
| Annual return | 8.78% | 30.28%-21.5pp | 27.16%-18.4pp | 552.29%-543.5pp |
| Employer contribution / active EE | $0 | $4,577-100.0% | $3,955-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $617 | $6,966-91.1% | $6,280-90.2% | $6,689-90.8% |
| Admin fee / account holder | $3,986 | $12,109-67.1% | $10,428-61.8% | $13,390-70.2% |