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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 | $33,838 | $227,291-85.1% | $214,702-84.2% | $155,188-78.2% |
| Participation rate | 16.7% | 88.0%-71.3pp | 87.5%-70.8pp | 80.8%-64.1pp |
| Annual return | 11.44% | 60.08%-48.6pp | 54.55%-43.1pp | 148.84%-137.4pp |
| Employer contribution / active EE | $0 | $6,772-100.0% | $6,461-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $770 | $9,582-92.0% | $9,147-91.6% | $6,531-88.2% |
| Admin fee / account holder | $9,093 | $20,413-55.5% | $19,830-54.1% | $14,480-37.2% |