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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 | $34,911 | $124,346-71.9% | $111,306-68.6% | $167,553-79.2% |
| Participation rate | 35.3% | 79.6%-44.3pp | 77.3%-42.0pp | 82.1%-46.8pp |
| Annual return | 13.30% | 37.46%-24.2pp | 54.67%-41.4pp | 478.89%-465.6pp |
| Employer contribution / active EE | $0 | $3,438-100.0% | $2,732-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $992 | $5,182-80.9% | $4,488-77.9% | $6,343-84.4% |
| Admin fee / account holder | $2,340 | $10,623-78.0% | $7,966-70.6% | $12,316-81.0% |