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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 | $58,322 | $183,592-68.2% | $155,567-62.5% | $145,959-60.0% |
| Participation rate | 35.3% | 82.7%-47.4pp | 78.2%-42.9pp | 80.3%-45.0pp |
| Annual return | 13.60% | 61.24%-47.6pp | 64.74%-51.1pp | 561.95%-548.4pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,674-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $1,200 | $6,464-81.4% | $5,628-78.7% | $6,689-82.1% |
| Admin fee / account holder | $52,236 | $19,318+170.4% | $15,916+228.2% | $13,398+289.9% |