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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 | $46,873 | $176,120-73.4% | $159,487-70.6% | $167,553-72.0% |
| Participation rate | 50.0% | 85.0%-35.0pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 11.04% | 331.95%-320.9pp | 263.71%-252.7pp | 478.89%-467.9pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $1,150 | $7,752-85.2% | $7,354-84.4% | $6,343-81.9% |
| Admin fee / account holder | $5,848 | $12,561-53.4% | $10,804-45.9% | $12,316-52.5% |