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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 | $31,278 | $159,978-80.4% | $147,041-78.7% | $145,978-78.6% |
| Participation rate | 21.4% | 84.0%-62.6pp | 82.2%-60.7pp | 80.3%-58.9pp |
| Annual return | 14.29% | 98.36%-84.1pp | 419.21%-404.9pp | 550.52%-536.2pp |
| Employer contribution / active EE | $0 | $5,288-100.0% | $4,935-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,058 | $8,429-87.5% | $8,071-86.9% | $6,690-84.2% |
| Admin fee / account holder | $7,915 | $15,053-47.4% | $13,006-39.1% | $13,400-40.9% |