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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 | $41,391 | $125,190-66.9% | $105,624-60.8% | $145,897-71.6% |
| Participation rate | 40.0% | 77.6%-37.6pp | 75.3%-35.3pp | 80.3%-40.3pp |
| Annual return | 12.59% | 225.22%-212.6pp | 116.20%-103.6pp | 552.29%-539.7pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,168-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,141 | $5,716-80.0% | $5,013-77.2% | $6,689-82.9% |
| Admin fee / account holder | $17,337 | $17,138+1.2% | $10,961+58.2% | $13,390+29.5% |