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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 | $50,045 | $228,352-78.1% | $185,835-73.1% | $158,966-68.5% |
| Participation rate | 66.7% | 82.3%-15.6pp | 78.0%-11.4pp | 82.0%-15.3pp |
| Annual return | 5.30% | 40.81%-35.5pp | 35.96%-30.7pp | 302.95%-297.6pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,087-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $979 | $6,416-84.7% | $5,633-82.6% | $5,983-83.6% |
| Admin fee / account holder | $2,341 | $11,867-80.3% | $9,502-75.4% | $11,250-79.2% |