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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 | $35,519 | $157,276-77.4% | $141,177-74.8% | $152,885-76.8% |
| Participation rate | 43.8% | 84.8%-41.1pp | 82.5%-38.7pp | 82.5%-38.7pp |
| Annual return | 17.14% | 64.33%-47.2pp | 71.40%-54.3pp | 345.39%-328.3pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,152 | $7,110-83.8% | $6,710-82.8% | $5,851-80.3% |
| Admin fee / account holder | $371 | $12,123-96.9% | $10,263-96.4% | $11,598-96.8% |