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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 | $40,924 | $125,237-67.3% | $105,608-61.2% | $145,877-71.9% |
| Participation rate | 31.6% | 77.7%-46.1pp | 75.3%-43.7pp | 80.3%-48.7pp |
| Annual return | 11.83% | 225.76%-213.9pp | 116.50%-104.7pp | 551.28%-539.4pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,167-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $397 | $5,711-93.0% | $5,010-92.1% | $6,691-94.1% |
| Admin fee / account holder | $1,476 | $17,287-91.5% | $11,028-86.6% | $13,402-89.0% |