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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 | $52,487 | $132,634-60.4% | $115,768-54.7% | $137,256-61.8% |
| Participation rate | 35.3% | 77.9%-42.6pp | 74.4%-39.1pp | 80.0%-44.7pp |
| Annual return | 10.94% | 160.70%-149.8pp | 100.46%-89.5pp | 220.34%-209.4pp |
| Employer contribution / active EE | $0 | $3,360-100.0% | $2,940-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,165 | $5,619-79.3% | $4,917-76.3% | $6,407-81.8% |
| Admin fee / account holder | $698 | $15,028-95.4% | $12,439-94.4% | $12,270-94.3% |