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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 | $41,169 | $176,077-76.6% | $159,455-74.2% | $167,518-75.4% |
| Participation rate | 55.6% | 84.9%-29.4pp | 82.8%-27.3pp | 82.1%-26.6pp |
| Annual return | 10.25% | 331.83%-321.6pp | 263.63%-253.4pp | 478.71%-468.5pp |
| Employer contribution / active EE | $0 | $5,298-100.0% | $4,830-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $2,085 | $7,751-73.1% | $7,353-71.6% | $6,342-67.1% |
| Admin fee / account holder | $2,576 | $12,556-79.5% | $10,800-76.1% | $12,312-79.1% |