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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 | $48,637 | $159,934-69.6% | $147,005-66.9% | $145,959-66.7% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.8pp | 80.3%-47.0pp |
| Annual return | 13.24% | 98.24%-85.0pp | 418.76%-405.5pp | 561.95%-548.7pp |
| Employer contribution / active EE | $0 | $5,287-100.0% | $4,934-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $1,523 | $8,427-81.9% | $8,070-81.1% | $6,689-77.2% |
| Admin fee / account holder | $69,653 | $15,053+362.7% | $13,006+435.5% | $13,398+419.9% |