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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 | $45,430 | $208,088-78.2% | $186,193-75.6% | $154,746-70.6% |
| Participation rate | 10.0% | 80.0%-70.0pp | 77.1%-67.1pp | 80.7%-70.7pp |
| Annual return | 12.77% | 89.97%-77.2pp | 78.03%-65.3pp | 172.34%-159.6pp |
| Employer contribution / active EE | $0 | $4,340-100.0% | $3,918-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,040 | $7,078-85.3% | $6,513-84.0% | $6,730-84.5% |
| Admin fee / account holder | $11,920 | $11,698+1.9% | $11,058+7.8% | $14,365-17.0% |