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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 | $33,365 | $124,330-73.2% | $109,173-69.4% | $167,536-80.1% |
| Participation rate | 18.8% | 79.5%-60.7pp | 75.9%-57.1pp | 82.1%-63.4pp |
| Annual return | 15.49% | 26.04%-10.6pp | 25.75%-10.3pp | 478.82%-463.3pp |
| Employer contribution / active EE | $0 | $4,209-100.0% | $3,723-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $302 | $5,256-94.3% | $4,654-93.5% | $6,342-95.2% |
| Admin fee / account holder | $5,608 | $7,974-29.7% | $6,755-17.0% | $12,315-54.5% |