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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 | $32,985 | $105,856-68.8% | $90,161-63.4% | $147,586-77.7% |
| Participation rate | 20.0% | 79.7%-59.7pp | 76.9%-56.9pp | 82.8%-62.8pp |
| Annual return | 17.83% | 37.63%-19.8pp | 34.89%-17.1pp | 578.59%-560.8pp |
| Employer contribution / active EE | $0 | $4,126-100.0% | $3,318-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $120 | $5,733-97.9% | $5,287-97.7% | $5,439-97.8% |
| Admin fee / account holder | $11,783 | $8,046+46.4% | $5,943+98.3% | $10,886+8.2% |