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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 | $33,758 | $160,028-78.9% | $147,080-77.0% | $145,884-76.9% |
| Participation rate | 63.6% | 84.0%-20.4pp | 82.2%-18.5pp | 80.3%-16.7pp |
| Annual return | 12.50% | 98.60%-86.1pp | 420.17%-407.7pp | 551.85%-539.3pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,263 | $8,422-73.1% | $8,066-72.0% | $6,690-66.2% |
| Admin fee / account holder | $1,487 | $15,030-90.1% | $12,989-88.6% | $13,392-88.9% |