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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 | $183,516-68.2% | $155,534-62.5% | $145,884-60.0% |
| Participation rate | 35.3% | 82.7%-47.4pp | 78.2%-42.9pp | 80.3%-45.0pp |
| Annual return | 13.60% | 61.43%-47.8pp | 64.92%-51.3pp | 551.85%-538.3pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,200 | $6,467-81.4% | $5,630-78.7% | $6,690-82.1% |
| Admin fee / account holder | $52,236 | $19,293+170.7% | $15,900+228.5% | $13,392+290.1% |