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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 | $30,604 | $211,288-85.5% | $178,540-82.9% | $145,884-79.0% |
| Participation rate | 21.1% | 80.8%-59.8pp | 77.1%-56.1pp | 80.3%-59.3pp |
| Annual return | 12.33% | 30.27%-17.9pp | 27.15%-14.8pp | 551.85%-539.5pp |
| Employer contribution / active EE | $0 | $4,574-100.0% | $3,953-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $349 | $6,967-95.0% | $6,281-94.4% | $6,690-94.8% |
| Admin fee / account holder | $2,513 | $12,105-79.2% | $10,424-75.9% | $13,392-81.2% |