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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 | $38,160 | $211,224-81.9% | $178,505-78.6% | $145,897-73.8% |
| Participation rate | 15.4% | 80.8%-65.4pp | 77.1%-61.7pp | 80.3%-64.9pp |
| Annual return | 11.81% | 30.28%-18.5pp | 27.16%-15.3pp | 552.29%-540.5pp |
| Employer contribution / active EE | $0 | $4,577-100.0% | $3,955-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,121 | $6,966-83.9% | $6,280-82.2% | $6,689-83.2% |
| Admin fee / account holder | $3,698 | $12,109-69.5% | $10,428-64.5% | $13,390-72.4% |