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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 | $53,769 | $183,627-70.7% | $155,602-65.4% | $145,978-63.2% |
| Participation rate | 30.8% | 82.7%-51.9pp | 78.2%-47.4pp | 80.3%-49.5pp |
| Annual return | 10.89% | 61.32%-50.4pp | 64.81%-53.9pp | 550.52%-539.6pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $964 | $6,466-85.1% | $5,629-82.9% | $6,690-85.6% |
| Admin fee / account holder | $3,161 | $19,327-83.6% | $15,923-80.1% | $13,400-76.4% |