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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 | $34,467 | $125,237-72.5% | $105,608-67.4% | $145,877-76.4% |
| Participation rate | 37.5% | 77.7%-40.2pp | 75.3%-37.8pp | 80.3%-42.8pp |
| Annual return | 13.04% | 225.76%-212.7pp | 116.50%-103.5pp | 551.28%-538.2pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,167-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $785 | $5,711-86.2% | $5,010-84.3% | $6,691-88.3% |
| Admin fee / account holder | $15,501 | $17,287-10.3% | $11,028+40.6% | $13,402+15.7% |