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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 | $69,618 | $107,368-35.2% | $92,915-25.1% | $152,909-54.5% |
| Participation rate | 40.9% | 79.8%-38.9pp | 76.0%-35.1pp | 82.5%-41.5pp |
| Annual return | 22.52% | 145.64%-123.1pp | 109.45%-86.9pp | 345.46%-322.9pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,005 | $4,848-79.3% | $4,238-76.3% | $5,851-82.8% |
| Admin fee / account holder | $6,367 | $7,082-10.1% | $5,796+9.9% | $11,601-45.1% |