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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 | $29,772 | $176,077-83.1% | $159,455-81.3% | $167,518-82.2% |
| Participation rate | 30.8% | 84.9%-54.2pp | 82.8%-52.1pp | 82.1%-51.3pp |
| Annual return | 11.46% | 331.83%-320.4pp | 263.63%-252.2pp | 478.71%-467.2pp |
| Employer contribution / active EE | $0 | $5,298-100.0% | $4,830-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $1,523 | $7,751-80.3% | $7,353-79.3% | $6,342-76.0% |
| Admin fee / account holder | $2,126 | $12,556-83.1% | $10,800-80.3% | $12,312-82.7% |