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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 | $39,004 | $148,629-73.8% | $135,982-71.3% | $139,487-72.0% |
| Participation rate | 54.5% | 83.9%-29.3pp | 81.9%-27.4pp | 80.3%-25.8pp |
| Annual return | 13.95% | 79.33%-65.4pp | 68.32%-54.4pp | 373.84%-359.9pp |
| Employer contribution / active EE | $0 | $5,247-100.0% | $4,859-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $2,465 | $8,102-69.6% | $7,760-68.2% | $6,713-63.3% |
| Admin fee / account holder | $6,988 | $12,406-43.7% | $10,767-35.1% | $11,407-38.7% |