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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 | $25,534 | $105,158-75.7% | $94,672-73.0% | $139,487-81.7% |
| Participation rate | 40.0% | 82.4%-42.4pp | 80.8%-40.8pp | 80.3%-40.3pp |
| Annual return | 16.33% | 38.11%-21.8pp | 156.89%-140.6pp | 373.84%-357.5pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,673-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $1,587 | $7,599-79.1% | $7,417-78.6% | $6,713-76.4% |
| Admin fee / account holder | $342 | $8,972-96.2% | $7,222-95.3% | $11,407-97.0% |