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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 | $34,662 | $106,267-67.4% | $96,520-64.1% | $139,456-75.1% |
| Participation rate | 18.8% | 77.8%-59.1pp | 74.3%-55.6pp | 80.3%-61.6pp |
| Annual return | 28.92% | 38.45%-9.5pp | 35.72%-6.8pp | 373.45%-344.5pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,739-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $1,267 | $5,454-76.8% | $4,879-74.0% | $6,711-81.1% |
| Admin fee / account holder | $418 | $7,882-94.7% | $6,733-93.8% | $11,407-96.3% |