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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 | $30,609 | $209,425-85.4% | $178,499-82.9% | $158,966-80.7% |
| Participation rate | 27.3% | 86.4%-59.1pp | 81.9%-54.7pp | 82.0%-54.7pp |
| Annual return | 9.54% | 188.80%-179.3pp | 151.10%-141.6pp | 302.95%-293.4pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $756 | $5,955-87.3% | $5,202-85.5% | $5,983-87.4% |
| Admin fee / account holder | $5,448 | $17,078-68.1% | $13,986-61.0% | $11,250-51.6% |