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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 | $33,936 | $148,623-77.2% | $135,974-75.0% | $139,466-75.7% |
| Participation rate | 21.1% | 83.9%-62.8pp | 81.9%-60.9pp | 80.3%-59.3pp |
| Annual return | 12.62% | 79.30%-66.7pp | 68.30%-55.7pp | 373.66%-361.0pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $954 | $8,103-88.2% | $7,760-87.7% | $6,712-85.8% |
| Admin fee / account holder | $8,758 | $12,406-29.4% | $10,767-18.7% | $11,409-23.2% |