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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 | $29,798 | $107,368-72.2% | $92,915-67.9% | $152,909-80.5% |
| Participation rate | 33.3% | 79.8%-46.5pp | 76.0%-42.7pp | 82.5%-49.1pp |
| Annual return | 19.90% | 145.64%-125.7pp | 109.45%-89.6pp | 345.46%-325.6pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $660 | $4,848-86.4% | $4,238-84.4% | $5,851-88.7% |
| Admin fee / account holder | $1,182 | $7,082-83.3% | $5,796-79.6% | $11,601-89.8% |