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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 | $33,311 | $176,120-81.1% | $159,487-79.1% | $167,553-80.1% |
| Participation rate | 25.0% | 85.0%-60.0pp | 82.8%-57.8pp | 82.1%-57.1pp |
| Annual return | 10.21% | 331.95%-321.7pp | 263.71%-253.5pp | 478.89%-468.7pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $1,306 | $7,752-83.2% | $7,354-82.2% | $6,343-79.4% |
| Admin fee / account holder | $10,190 | $12,561-18.9% | $10,804-5.7% | $12,316-17.3% |