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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 | $38,814 | $183,988-78.9% | $162,177-76.1% | $152,897-74.6% |
| Participation rate | 28.6% | 88.5%-59.9pp | 87.6%-59.0pp | 82.5%-53.9pp |
| Annual return | 18.45% | 150.79%-132.3pp | 115.60%-97.2pp | 345.43%-327.0pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,844 | $8,032-77.0% | $7,297-74.7% | $5,851-68.5% |
| Admin fee / account holder | $7,232 | $13,123-44.9% | $10,843-33.3% | $11,599-37.7% |