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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 | $37,377 | $142,426-73.8% | $115,167-67.5% | $152,909-75.6% |
| Participation rate | 33.3% | 82.4%-49.0pp | 75.9%-42.6pp | 82.5%-49.1pp |
| Annual return | 18.59% | 41.48%-22.9pp | 35.60%-17.0pp | 345.46%-326.9pp |
| Employer contribution / active EE | $0 | $4,011-100.0% | $3,179-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $500 | $5,165-90.3% | $4,169-88.0% | $5,851-91.5% |
| Admin fee / account holder | $428 | $8,464-94.9% | $7,089-94.0% | $11,601-96.3% |