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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 | $52,341 | $125,237-58.2% | $105,608-50.4% | $145,877-64.1% |
| Participation rate | 52.6% | 77.7%-25.0pp | 75.3%-22.7pp | 80.3%-27.7pp |
| Annual return | 22.67% | 225.76%-203.1pp | 116.50%-93.8pp | 551.28%-528.6pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,167-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $593 | $5,711-89.6% | $5,010-88.2% | $6,691-91.1% |
| Admin fee / account holder | $9,121 | $17,287-47.2% | $11,028-17.3% | $13,402-31.9% |