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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 | $47,504 | $152,619-68.9% | $125,195-62.1% | $152,909-68.9% |
| Participation rate | 28.6% | 83.3%-54.8pp | 79.8%-51.2pp | 82.5%-53.9pp |
| Annual return | 23.80% | 54.85%-31.0pp | 43.79%-20.0pp | 345.46%-321.7pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $772 | $5,869-86.8% | $4,937-84.4% | $5,851-86.8% |
| Admin fee / account holder | $6,750 | $13,437-49.8% | $9,704-30.4% | $11,601-41.8% |