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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 | $176,120-83.1% | $159,487-81.3% | $167,553-82.2% |
| Participation rate | 30.8% | 85.0%-54.2pp | 82.8%-52.1pp | 82.1%-51.3pp |
| Annual return | 11.46% | 331.95%-320.5pp | 263.71%-252.2pp | 478.89%-467.4pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $1,523 | $7,752-80.4% | $7,354-79.3% | $6,343-76.0% |
| Admin fee / account holder | $2,126 | $12,561-83.1% | $10,804-80.3% | $12,316-82.7% |