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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 | $45,932 | $202,440-77.3% | $169,390-72.9% | $139,466-67.1% |
| Participation rate | 33.3% | 81.1%-47.8pp | 77.2%-43.8pp | 80.3%-47.0pp |
| Annual return | 11.00% | 532.36%-521.4pp | 406.07%-395.1pp | 373.66%-362.7pp |
| Employer contribution / active EE | $0 | $4,693-100.0% | $4,013-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $611 | $6,940-91.2% | $6,222-90.2% | $6,712-90.9% |
| Admin fee / account holder | $18,830 | $10,722+75.6% | $9,015+108.9% | $11,409+65.1% |