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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 | $30,108 | $148,623-79.7% | $135,974-77.9% | $139,466-78.4% |
| Participation rate | 25.0% | 83.9%-58.9pp | 81.9%-56.9pp | 80.3%-55.3pp |
| Annual return | 19.50% | 79.30%-59.8pp | 68.30%-48.8pp | 373.66%-354.2pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,017 | $8,103-87.4% | $7,760-86.9% | $6,712-84.8% |
| Admin fee / account holder | $4,978 | $12,406-59.9% | $10,767-53.8% | $11,409-56.4% |