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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 | $41,383 | $157,276-73.7% | $141,177-70.7% | $152,885-72.9% |
| Participation rate | 60.0% | 84.8%-24.8pp | 82.5%-22.5pp | 82.5%-22.5pp |
| Annual return | 20.23% | 64.33%-44.1pp | 71.40%-51.2pp | 345.39%-325.2pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,877 | $7,110-73.6% | $6,710-72.0% | $5,851-67.9% |
| Admin fee / account holder | $5,691 | $12,123-53.1% | $10,263-44.5% | $11,598-50.9% |