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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 | $48,918 | $228,352-78.6% | $185,827-73.7% | $158,950-69.2% |
| Participation rate | 20.0% | 82.3%-62.3pp | 78.0%-58.0pp | 82.0%-62.0pp |
| Annual return | 16.68% | 40.81%-24.1pp | 35.96%-19.3pp | 302.91%-286.2pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,087-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $470 | $6,416-92.7% | $5,633-91.7% | $5,983-92.1% |
| Admin fee / account holder | $2,376 | $11,867-80.0% | $9,502-75.0% | $11,248-78.9% |