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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 | $27,040 | $132,634-79.6% | $115,768-76.6% | $137,256-80.3% |
| Participation rate | 31.6% | 77.9%-46.3pp | 74.4%-42.8pp | 80.0%-48.4pp |
| Annual return | 9.86% | 160.70%-150.8pp | 100.46%-90.6pp | 220.34%-210.5pp |
| Employer contribution / active EE | $0 | $3,360-100.0% | $2,940-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $358 | $5,619-93.6% | $4,917-92.7% | $6,407-94.4% |
| Admin fee / account holder | $3,083 | $15,028-79.5% | $12,439-75.2% | $12,270-74.9% |